Pursue Wealth Partners’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,000
| Closed | -$327K | – | 103 |
|
|
2023
Q1 | $327K | Hold |
5,000
| – | – | 0.22% | 77 |
|
|
2022
Q4 | $303K | Hold |
5,000
| – | – | 0.23% | 77 |
|
|
2022
Q3 | $259K | Hold |
5,000
| – | – | 0.19% | 88 |
|
|
2022
Q2 | $283K | Hold |
5,000
| – | – | 0.18% | 88 |
|
|
2022
Q1 | $352K | Hold |
5,000
| – | – | 0.15% | 100 |
|
|
2021
Q4 | $311K | Buy |
+5,000
| New | +$311K | 0.12% | 113 |
|