Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-25,026
| Closed | -$1.42M | – | 569 |
|
|
2022
Q2 | $1.42M | Buy |
25,026
+603
| +2% | +$34.1K | 0.06% | 307 |
|
|
2022
Q1 | $1.75M | Buy |
24,423
+407
| +2% | +$29.1K | 0.07% | 282 |
|
|
2021
Q4 | $1.49M | Buy |
+24,016
| New | +$1.49M | 0.07% | 273 |
|
|
2018
Q2 | – | Sell |
-10,282
| Closed | -$433K | – | 211 |
|
|
2018
Q1 | $433K | Sell |
10,282
-23,745
| -70% | -$1,000K | 0.03% | 303 |
|
|
2017
Q4 | $1.49M | Sell |
34,027
-18,363
| -35% | -$805K | 0.16% | 145 |
|
|
2017
Q3 | $2.11M | Buy |
+52,390
| New | +$2.11M | 0.34% | 67 |
|