PFA
Plotkin Financial Advisors’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 |
-4,285
| Closed | -$280K | – | 82 |
|
|
2023
Q1 | $280K | Hold |
4,285
| – | – | 0.26% | 57 |
|
|
2022
Q4 | $260K | Sell |
4,285
-921
| -18% | -$55.8K | 0.26% | 55 |
|
|
2022
Q3 | $270K | Hold |
5,206
| – | – | 0.27% | 56 |
|
|
2022
Q2 | $294K | Sell |
5,206
-222
| -4% | -$12.5K | 0.28% | 54 |
|
|
2022
Q1 | $389K | Buy |
+5,428
| New | +$389K | 0.27% | 55 |
|
|
2021
Q3 | – | Sell |
-83,417
| Closed | -$4.8M | – | 97 |
|
|
2021
Q2 | $4.8M | Buy |
+83,417
| New | +$4.8M | 2.65% | 12 |
|