MWS
Maxwell Wealth Strategies’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.11M | Sell |
32,977
-383
| -1% | -$24.5K | 0.86% | 34 |
|
|
2024
Q3 | $2.25M | Sell |
33,360
-31,116
| -48% | -$2.1M | 0.96% | 37 |
|
|
2024
Q2 | $4.15M | Buy |
64,476
+368
| +0.6% | +$23.7K | 2.04% | 13 |
|
|
2024
Q1 | $4.18M | Buy |
64,108
+22,396
| +54% | +$1.46M | 2.12% | 9 |
|
|
2023
Q4 | $2.63M | Buy |
+41,712
| New | +$2.63M | 1.72% | 18 |
|