IPW
IronBridge Private Wealth’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-115
| Closed | -$7K | – | 134 |
|
|
2021
Q4 | $7K | Hold |
115
| – | – | ﹤0.01% | 210 |
|
|
2021
Q3 | $6K | Hold |
115
| – | – | ﹤0.01% | 184 |
|
|
2021
Q2 | $7K | Sell |
115
-221
| -66% | -$13.5K | ﹤0.01% | 176 |
|
|
2021
Q1 | $19K | Sell |
336
-130,280
| -100% | -$7.37M | 0.01% | 104 |
|
|
2020
Q4 | $6.28M | Buy |
+130,616
| New | +$6.28M | 4.64% | 6 |
|