TriaGen Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-17,004
| Closed | -$1.11M | – | 173 |
|
|
2023
Q1 | $1.11M | Buy |
17,004
+3
| +0% | +$196 | 0.56% | 52 |
|
|
2022
Q4 | $1.03M | Buy |
17,001
+32
| +0.2% | +$1.94K | 0.57% | 51 |
|
|
2022
Q3 | $880K | Buy |
16,969
+1,102
| +7% | +$57.1K | 0.49% | 56 |
|
|
2022
Q2 | $897K | Sell |
15,867
-12,280
| -44% | -$694K | 0.64% | 44 |
|
|
2022
Q1 | $2.02M | Buy |
+28,147
| New | +$2.02M | 1.05% | 26 |
|