WWA
WCG Wealth Advisors’s First Trust Materials AlphaDEX Fund FXZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-133,650
| Closed | -$8.73M | – | 174 |
|
|
2023
Q1 | $8.73M | Buy |
133,650
+8,455
| +7% | +$552K | 1.12% | 27 |
|
|
2022
Q4 | $7.59M | Buy |
125,195
+8,759
| +8% | +$531K | 1.04% | 30 |
|
|
2022
Q3 | $6.48M | Sell |
116,436
-2,606
| -2% | -$145K | 0.86% | 34 |
|
|
2022
Q2 | $6.73M | Buy |
+119,042
| New | +$6.73M | 0.93% | 32 |
|