CIA
Compass Ion Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,540
| Closed | -$203K | – | 95 |
|
2021
Q4 | $203K | Buy |
+1,540
| New | +$203K | 0.07% | 92 |
|
2021
Q2 | – | Sell |
-2,431
| Closed | -$276K | – | 91 |
|
2021
Q1 | $276K | Hold |
2,431
| – | – | 0.11% | 70 |
|
2020
Q4 | $272K | Hold |
2,431
| – | – | 0.11% | 65 |
|
2020
Q3 | $221K | Hold |
2,431
| – | – | 0.14% | 73 |
|
2020
Q2 | $203K | Buy |
+2,431
| New | +$203K | 0.18% | 51 |
|