Wealth Advisors’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
Q2 | – | Sell |
-3,365
| Closed | -$391K | – | 58 |
|
2022
Q1 | $391K | Hold |
3,365
| – | – | 0.14% | 46 |
|
2021
Q4 | $444K | Sell |
3,365
-288
| -8% | -$38K | 0.15% | 44 |
|
2021
Q3 | $445K | Hold |
3,653
| – | – | 0.17% | 43 |
|
2021
Q2 | $457K | Hold |
3,653
| – | – | 0.17% | 41 |
|
2021
Q1 | $430K | Hold |
3,653
| – | – | 0.17% | 43 |
|
2020
Q4 | $408K | Sell |
3,653
-87
| -2% | -$9.72K | 0.18% | 44 |
|
2020
Q3 | $358K | Sell |
3,740
-3,150
| -46% | -$302K | 0.17% | 45 |
|
2020
Q2 | $589K | Hold |
6,890
| – | – | 0.31% | 31 |
|
2020
Q1 | $450K | Buy |
+6,890
| New | +$450K | 0.3% | 36 |
|