SkyOak Wealth’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,664
| Closed | -$969K | – | 237 |
|
|
2020
Q4 | $969K | Hold |
8,664
| – | – | 0.3% | 86 |
|
|
2020
Q3 | $788K | Hold |
8,664
| – | – | 0.28% | 87 |
|
|
2020
Q2 | $722K | Hold |
8,664
| – | – | 0.27% | 93 |
|
|
2020
Q1 | $515K | Sell |
8,664
-345
| -4% | -$20.5K | 0.26% | 89 |
|
|
2019
Q4 | $654K | Buy |
+9,009
| New | +$654K | 0.2% | 111 |
|