LifePlan Financial Group’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $22K | Sell |
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|
2019
Q3 | $31K | Hold |
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|
2019
Q2 | $33K | Hold |
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|
2019
Q1 | $31K | Sell |
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|
2018
Q4 | $50K | Sell |
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|
2018
Q3 | $77K | Hold |
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|
2018
Q2 | $77K | Hold |
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|
2018
Q1 | $80K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.88M | Buy |
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