IHT Wealth Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-22,032
| Closed | -$1.37M | – | 801 |
|
2021
Q4 | $1.37M | Buy |
+22,032
| New | +$1.37M | 0.1% | 201 |
|
2017
Q3 | – | Sell |
-26,638
| Closed | -$749 | – | 1473 |
|
2017
Q2 | $749 | Buy |
26,638
+16,172
| +155% | +$455 | 0.36% | 68 |
|
2017
Q1 | $433K | Buy |
10,466
+9,941
| +1,894% | +$411K | 0.29% | 83 |
|
2016
Q4 | $19K | Buy |
+525
| New | +$19K | 0.01% | 652 |
|