Impact Partnership Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $220K | Buy |
+1,399
| New | +$220K | 0.04% | 264 |
|
2025
Q1 | – | Sell |
-1,500
| Closed | -$223K | – | 292 |
|
2024
Q4 | $223K | Hold |
1,500
| – | – | 0.05% | 261 |
|
2024
Q3 | $208K | Hold |
1,500
| – | – | 0.05% | 226 |
|
2024
Q2 | $204K | Hold |
1,500
| – | – | 0.05% | 207 |
|
2024
Q1 | $202K | Sell |
1,500
-257
| -15% | -$34.6K | 0.08% | 171 |
|
2023
Q4 | $225K | Hold |
1,757
| – | – | 0.08% | 162 |
|
2023
Q3 | $195K | Buy |
+1,757
| New | +$195K | 0.06% | 180 |
|