Brass Tax Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Sell |
29,703
-803
| -3% | -$126K | 0.9% | 25 |
|
|
2025
Q1 | $4.03M | Sell |
30,506
-1,162
| -4% | -$154K | 0.85% | 26 |
|
|
2024
Q4 | $4.7M | Sell |
31,668
-218
| -0.7% | -$32.4K | 0.99% | 24 |
|
|
2024
Q3 | $4.42M | Sell |
31,886
-366
| -1% | -$50.7K | 0.95% | 26 |
|
|
2024
Q2 | $4.39M | Sell |
32,252
-200
| -0.6% | -$27.3K | 1.9% | 13 |
|
|
2024
Q1 | $4.38M | Buy |
+32,452
| New | +$4.38M | 2.28% | 13 |
|