Fusion Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,283
| Closed | -$64K | – | 281 |
|
|
2018
Q2 | $64K | Hold |
1,283
| – | – | 0.02% | 113 |
|
|
2018
Q1 | $67K | Hold |
1,283
| – | – | 0.02% | 98 |
|
|
2017
Q4 | $68K | Hold |
1,283
| – | – | 0.02% | 113 |
|
|
2017
Q3 | $66K | Hold |
1,283
| – | – | 0.02% | 76 |
|
|
2017
Q2 | $63K | Buy |
+1,283
| New | +$63K | 0.02% | 113 |
|