Cyndeo Wealth Partners’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,080
| Closed | -$387K | – | 403 |
|
|
2024
Q1 | $387K | Sell |
6,080
-2,311
| -28% | -$147K | 0.03% | 292 |
|
|
2023
Q4 | $546K | Sell |
8,391
-33,785
| -80% | -$2.2M | 0.05% | 245 |
|
|
2023
Q3 | $2.43M | Buy |
42,176
+75
| +0.2% | +$4.33K | 0.25% | 106 |
|
|
2023
Q2 | $2.53M | Buy |
42,101
+1,730
| +4% | +$104K | 0.26% | 106 |
|
|
2023
Q1 | $2.46M | Buy |
40,371
+909
| +2% | +$55.4K | 0.27% | 110 |
|
|
2022
Q4 | $2.17M | Buy |
+39,462
| New | +$2.17M | 0.25% | 120 |
|