Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $202K | Buy |
2,206
+1,103
| +100% | +$101K | 0.03% | 330 |
|
|
2022
Q3 | $96K | Sell |
1,103
-8
| -0.7% | -$696 | 0.03% | 327 |
|
|
2022
Q2 | $105K | Sell |
1,111
-193
| -15% | -$18.2K | 0.03% | 326 |
|
|
2022
Q1 | $151K | Buy |
+1,304
| New | +$151K | 0.04% | 317 |
|
|
2021
Q3 | $178K | Buy |
1,449
+6
| +0.4% | +$737 | 0.06% | 233 |
|
|
2021
Q2 | $179K | Sell |
1,443
-49
| -3% | -$6.08K | 0.07% | 244 |
|
|
2021
Q1 | $170K | Buy |
+1,492
| New | +$170K | 0.1% | 188 |
|