OCPWS
One Charles Private Wealth Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
1,557
| – | – | 0.07% | 139 |
|
|
2025
Q1 | $206K | Hold |
1,557
| – | – | 0.07% | 136 |
|
|
2024
Q4 | $231K | Hold |
1,557
| – | – | 0.08% | 133 |
|
|
2024
Q3 | $216K | Hold |
1,557
| – | – | 0.08% | 140 |
|
|
2024
Q2 | $212K | Hold |
1,557
| – | – | 0.09% | 138 |
|
|
2024
Q1 | $210K | Buy |
+1,557
| New | +$210K | 0.09% | 137 |
|