Fulcrum Equity Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.08M | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.88M | Sell |
|
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|
2022
Q1 | $2.41M | Sell |
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|
2021
Q4 | $4.85M | Sell |
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|
2021
Q3 | $4.83M | Sell |
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|
2021
Q2 | $5.63M | Buy |
|
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|
2021
Q1 | $401K | Sell |
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|
2020
Q4 | $6.21M | Sell |
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|
2020
Q3 | $5.72M | Sell |
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|
2020
Q2 | $7.32M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $14.6M | Buy |
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|
2019
Q3 | $1K | Sell |
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|
2019
Q2 | $17.6M | Buy |
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