LA
LexAurum Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-27,102
| Closed | -$1.56M | – | 283 |
|
2021
Q2 | $1.56M | Buy |
+27,102
| New | +$1.56M | 0.46% | 62 |
|
2018
Q2 | – | Sell |
-31,266
| Closed | -$1.32M | – | 150 |
|
2018
Q1 | $1.32M | Buy |
31,266
+3,721
| +14% | +$157K | 1.12% | 23 |
|
2017
Q4 | $1.27M | Buy |
+27,545
| New | +$1.27M | 1.19% | 20 |
|