Spire Wealth Management’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-453
| Closed | -$24K | – | 2326 |
|
|
2022
Q2 | $24K | Buy |
453
+11
| +2% | +$583 | ﹤0.01% | 1585 |
|
|
2022
Q1 | $29K | Hold |
442
| – | – | ﹤0.01% | 1652 |
|
|
2021
Q4 | $32K | Buy |
442
+2
| +0.5% | +$145 | ﹤0.01% | 1914 |
|
|
2021
Q3 | $29K | Buy |
440
+2
| +0.5% | +$132 | ﹤0.01% | 1700 |
|
|
2021
Q2 | $29K | Buy |
+438
| New | +$29K | ﹤0.01% | 1717 |
|