OBWG
Onyx Bridge Wealth Group’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,837
| Closed | -$316K | – | 249 |
|
|
2023
Q1 | $316K | Buy |
4,837
+1,085
| +29% | +$70.9K | 0.13% | 123 |
|
|
2022
Q4 | $243K | Sell |
3,752
-18,736
| -83% | -$1.21M | 0.1% | 146 |
|
|
2022
Q3 | $1.22M | Buy |
22,488
+7,095
| +46% | +$384K | 0.55% | 25 |
|
|
2022
Q2 | $887K | Buy |
+15,393
| New | +$887K | 0.4% | 36 |
|