SPWG
Sage Private Wealth Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-178
| Closed | -$15K | – | 94 |
|
2022
Q3 | $15K | Hold |
178
| – | – | 0.02% | 123 |
|
2022
Q2 | $17K | Buy |
178
+1
| +0.6% | +$96 | 0.02% | 122 |
|
2022
Q1 | $21K | Hold |
177
| – | – | 0.02% | 116 |
|
2021
Q4 | $23K | Hold |
177
| – | – | 0.03% | 113 |
|
2021
Q3 | $22K | Hold |
177
| – | – | 0.03% | 114 |
|
2021
Q2 | $22K | Hold |
177
| – | – | 0.03% | 110 |
|
2021
Q1 | $20K | Hold |
177
| – | – | 0.03% | 117 |
|
2020
Q4 | $20K | Buy |
+177
| New | +$20K | 0.06% | 104 |
|