ICA Group Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-426
| Closed | -$57.4K | – | 982 |
|
2024
Q1 | $57.4K | Sell |
426
-17
| -4% | -$2.29K | 0.01% | 528 |
|
2023
Q4 | $56.7K | Buy |
+443
| New | +$56.7K | 0.01% | 484 |
|
2023
Q3 | – | Sell |
-2,051
| Closed | -$236K | – | 586 |
|
2023
Q2 | $236K | Sell |
2,051
-21
| -1% | -$2.42K | 0.06% | 207 |
|
2023
Q1 | $218K | Sell |
2,072
-77
| -4% | -$8.1K | 0.05% | 226 |
|
2022
Q4 | $197K | Buy |
+2,149
| New | +$197K | 0.05% | 258 |
|