Kowal Investment Group’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 | $6.95M | Sell |
50,150
-747
| -1% | -$104K | 1.28% | 14 |
|
|
2024
Q2 | $6.94M | Sell |
50,897
-1,572
| -3% | -$214K | 1.38% | 14 |
|
|
2024
Q1 | $7.07M | Sell |
52,469
-1,562
| -3% | -$211K | 1.53% | 11 |
|
|
2023
Q4 | $6.92M | Buy |
54,031
+336
| +0.6% | +$43K | 1.61% | 10 |
|
|
2023
Q3 | $5.97M | Sell |
53,695
-633
| -1% | -$70.4K | 1.61% | 9 |
|
|
2023
Q2 | $6.25M | Sell |
54,328
-3,733
| -6% | -$429K | 1.67% | 9 |
|
|
2023
Q1 | $6.11M | Sell |
58,061
-4,408
| -7% | -$464K | 1.73% | 10 |
|
|
2022
Q4 | $5.72M | Buy |
62,469
+959
| +2% | +$87.8K | 1.71% | 11 |
|
|
2022
Q3 | $5.33M | Buy |
61,510
+955
| +2% | +$82.8K | 1.81% | 10 |
|
|
2022
Q2 | $5.7M | Buy |
60,555
+6,473
| +12% | +$609K | 1.87% | 8 |
|
|
2022
Q1 | $6.28M | Buy |
54,082
+1,091
| +2% | +$127K | 1.92% | 8 |
|
|
2021
Q4 | $7M | Buy |
52,991
+2,036
| +4% | +$269K | 2.08% | 7 |
|
|
2021
Q3 | $6.26M | Buy |
50,955
+2,423
| +5% | +$298K | 1.98% | 6 |
|
|
2021
Q2 | $6.03M | Buy |
48,532
+561
| +1% | +$69.6K | 2.17% | 6 |
|
|
2021
Q1 | $5.45M | Buy |
47,971
+825
| +2% | +$93.7K | 2.2% | 7 |
|
|
2020
Q4 | $5.45M | Buy |
+47,146
| New | +$5.45M | 2.53% | 7 |
|