JWS
Juncture Wealth Strategies’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-3,117
| Closed | -$226K | – | 90 |
|
2019
Q4 | $226K | Sell |
3,117
-84
| -3% | -$6.09K | 0.18% | 94 |
|
2019
Q3 | $209K | Sell |
3,201
-4,366
| -58% | -$285K | 0.18% | 97 |
|
2019
Q2 | $504K | Sell |
7,567
-4,056
| -35% | -$270K | 0.41% | 65 |
|
2019
Q1 | $743K | Sell |
11,623
-4,847
| -29% | -$310K | 0.57% | 43 |
|
2018
Q4 | $865K | Sell |
16,470
-19,154
| -54% | -$1.01M | 0.58% | 43 |
|
2018
Q3 | $2.26M | Buy |
35,624
+30,971
| +666% | +$1.97M | 1.18% | 24 |
|
2018
Q2 | $262K | Buy |
+4,653
| New | +$262K | 0.14% | 94 |
|