OWA
Outlook Wealth Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,613
| Closed | -$1.19M | – | 264 |
|
|
2024
Q1 | $1.19M | Buy |
+16,613
| New | +$1.19M | 0.37% | 55 |
|
|
2023
Q2 | – | Sell |
-8,163
| Closed | -$533K | – | 211 |
|
|
2023
Q1 | $533K | Buy |
8,163
+2,647
| +48% | +$173K | 0.24% | 107 |
|
|
2022
Q4 | $334K | Buy |
5,516
+992
| +22% | +$60.1K | 0.16% | 125 |
|
|
2022
Q3 | $235K | Buy |
+4,524
| New | +$235K | 0.11% | 165 |
|