Axxcess Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,278
| Closed | -$240K | – | 631 |
|
|
2023
Q1 | $240K | Buy |
2,278
+17
| +0.8% | +$1.79K | 0.02% | 539 |
|
|
2022
Q4 | $207K | Buy |
+2,261
| New | +$207K | 0.02% | 556 |
|
|
2022
Q3 | – | Sell |
-3,063
| Closed | -$288K | – | 573 |
|
|
2022
Q2 | $288K | Buy |
3,063
+1,057
| +53% | +$99.4K | 0.03% | 400 |
|
|
2022
Q1 | $233K | Sell |
2,006
-2,241
| -53% | -$260K | 0.02% | 537 |
|
|
2021
Q4 | $561K | Buy |
+4,247
| New | +$561K | 0.04% | 329 |
|