Schrum Private Wealth Management’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $476K | Hold |
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|
2025
Q2 | $440K | Hold |
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|
2025
Q1 | $429K | Hold |
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|
2024
Q4 | $439K | Sell |
|
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|
2024
Q3 | $835K | Buy |
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|
2024
Q2 | $501K | Hold |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $487K | Hold |
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|
2023
Q2 | $496K | Hold |
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|
2023
Q1 | $505K | Hold |
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|
2022
Q4 | $468K | Hold |
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|
2022
Q3 | $401K | Sell |
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|
2022
Q2 | $454K | Hold |
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|
2022
Q1 | $560K | Hold |
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|
2021
Q4 | $497K | Buy |
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