MinichMacGregor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-59,975
| Closed | -$3.92M | – | 98 |
|
|
2023
Q1 | $3.92M | Buy |
59,975
+24,280
| +68% | +$1.59M | 1.3% | 23 |
|
|
2022
Q4 | $2.16M | Sell |
35,695
-1,784
| -5% | -$108K | 0.78% | 26 |
|
|
2022
Q3 | $1.94M | Sell |
37,479
-35,922
| -49% | -$1.86M | 0.78% | 28 |
|
|
2022
Q2 | $4.15M | Buy |
73,401
+63,326
| +629% | +$3.58M | 1.71% | 23 |
|
|
2022
Q1 | $721K | Buy |
+10,075
| New | +$721K | 0.23% | 52 |
|