Global Wealth Management Investment Advisory’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-205
| Closed | -$23K | – | 481 |
|
|
2020
Q4 | $23K | Hold |
205
| – | – | 0.01% | 228 |
|
|
2020
Q3 | $19K | Hold |
205
| – | – | 0.01% | 230 |
|
|
2020
Q2 | $17K | Hold |
205
| – | – | 0.01% | 290 |
|
|
2020
Q1 | $12K | Hold |
205
| – | – | 0.01% | 308 |
|
|
2019
Q4 | $15K | Hold |
205
| – | – | 0.01% | 295 |
|
|
2019
Q3 | $13K | Hold |
205
| – | – | 0.01% | 292 |
|
|
2019
Q2 | $14K | Sell |
205
-228
| -53% | -$15.6K | 0.01% | 323 |
|
|
2019
Q1 | $28K | Sell |
433
-169
| -28% | -$10.9K | 0.01% | 268 |
|
|
2018
Q4 | $32K | Buy |
+602
| New | +$32K | 0.02% | 247 |
|