IronBridge Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-34,171
| Closed | -$4.66M | – | 49 |
|
|
2024
Q2 | $4.66M | Buy |
34,171
+3,289
| +11% | +$448K | 1.74% | 19 |
|
|
2024
Q1 | $4.16M | Buy |
30,882
+1,148
| +4% | +$155K | 1.73% | 20 |
|
|
2023
Q4 | $3.81M | Buy |
+29,734
| New | +$3.81M | 1.86% | 23 |
|
|
2021
Q4 | – | Sell |
-67,323
| Closed | -$8.27M | – | 308 |
|
|
2021
Q3 | $8.27M | Buy |
+67,323
| New | +$8.27M | 4.44% | 4 |
|