Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,204
| Closed | -$136K | – | 207 |
|
|
2021
Q4 | $136K | Hold |
1,204
| – | – | 0.07% | 140 |
|
|
2021
Q3 | $162K | Hold |
1,204
| – | – | 0.08% | 136 |
|
|
2021
Q2 | $150K | Hold |
1,204
| – | – | 0.08% | 137 |
|
|
2021
Q1 | $144K | Hold |
1,204
| – | – | 0.08% | 132 |
|
|
2020
Q4 | $135K | Sell |
1,204
-82
| -6% | -$9.19K | 0.09% | 126 |
|
|
2020
Q3 | $126K | Buy |
1,286
+31
| +2% | +$3.04K | 0.09% | 115 |
|
|
2020
Q2 | $106K | Sell |
1,255
-262
| -17% | -$22.1K | 0.09% | 123 |
|
|
2020
Q1 | $95K | Buy |
1,517
+136
| +10% | +$8.52K | 0.09% | 125 |
|
|
2019
Q4 | $100K | Buy |
+1,381
| New | +$100K | 0.09% | 130 |
|