MSI Financial Services’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $52K | Buy |
1,276
+60
| +5% | +$2.45K | ﹤0.01% | 1841 |
|
2016
Q3 | $50K | Buy |
1,216
+268
| +28% | +$11K | ﹤0.01% | 1827 |
|
2016
Q2 | $37K | Buy |
948
+70
| +8% | +$2.73K | ﹤0.01% | 1973 |
|
2016
Q1 | $35K | Buy |
878
+204
| +30% | +$8.13K | ﹤0.01% | 1969 |
|
2015
Q4 | $27K | Buy |
674
+259
| +62% | +$10.4K | ﹤0.01% | 2126 |
|
2015
Q3 | $15K | Hold |
415
| – | – | ﹤0.01% | 1859 |
|
2015
Q2 | $17K | Sell |
415
-212
| -34% | -$8.68K | ﹤0.01% | 1858 |
|
2015
Q1 | $25K | Buy |
627
+343
| +121% | +$13.7K | ﹤0.01% | 1694 |
|
2014
Q4 | $11K | Hold |
284
| – | – | ﹤0.01% | 1770 |
|
2014
Q3 | $11K | Buy |
+284
| New | +$11K | ﹤0.01% | 1772 |
|
2014
Q1 | – | Sell |
-164
| Closed | -$7K | – | 2549 |
|
2013
Q4 | $7K | Buy |
+164
| New | +$7K | ﹤0.01% | 1828 |
|