LifePlan Financial Group’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $7K | Hold |
197
| – | – | ﹤0.01% | 440 |
|
|
2020
Q2 | $7K | Hold |
197
| – | – | ﹤0.01% | 443 |
|
|
2020
Q1 | $5K | Sell |
197
-221
| -53% | -$5.61K | ﹤0.01% | 450 |
|
|
2019
Q4 | $17K | Hold |
418
| – | – | 0.01% | 365 |
|
|
2019
Q3 | $16K | Hold |
418
| – | – | 0.01% | 364 |
|
|
2019
Q2 | $16K | Buy |
418
+98
| +31% | +$3.75K | 0.01% | 359 |
|
|
2019
Q1 | $12K | Buy |
+320
| New | +$12K | 0.01% | 392 |
|