Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-962
| Closed | -$59K | – | 1352 |
|
|
2021
Q1 | $59K | Buy |
962
+703
| +271% | +$43.1K | ﹤0.01% | 1582 |
|
|
2020
Q4 | $12K | Hold |
259
| – | – | ﹤0.01% | 1941 |
|
|
2020
Q3 | $10K | Hold |
259
| – | – | ﹤0.01% | 1804 |
|
|
2020
Q2 | $9K | Hold |
259
| – | – | ﹤0.01% | 1726 |
|
|
2020
Q1 | $7K | Sell |
259
-2,000
| -89% | -$54.1K | ﹤0.01% | 1714 |
|
|
2019
Q4 | $90K | Buy |
2,259
+2,000
| +772% | +$79.7K | 0.01% | 950 |
|
|
2019
Q3 | $10K | Buy |
+259
| New | +$10K | ﹤0.01% | 1525 |
|