CWS
Cypress Wealth Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Buy |
+1,456
| New | +$229K | 0.04% | 278 |
|
|
2025
Q1 | – | Sell |
-1,456
| Closed | -$216K | – | 288 |
|
|
2024
Q4 | $216K | Hold |
1,456
| – | – | 0.04% | 255 |
|
|
2024
Q3 | $202K | Buy |
+1,456
| New | +$202K | 0.04% | 270 |
|
|
2021
Q2 | – | Sell |
-4,025
| Closed | -$457K | – | 278 |
|
|
2021
Q1 | $457K | Sell |
4,025
-208
| -5% | -$23.6K | 0.1% | 163 |
|
|
2020
Q4 | $473K | Buy |
+4,233
| New | +$473K | 0.11% | 155 |
|
|
2020
Q3 | – | Sell |
-4,233
| Closed | -$353K | – | 81 |
|
|
2020
Q2 | $353K | Hold |
4,233
| – | – | 0.08% | 186 |
|
|
2020
Q1 | $251K | Buy |
+4,233
| New | +$251K | 0.07% | 200 |
|