Wealthcare Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,168
| Closed | -$133K | – | 1038 |
|
|
2021
Q1 | $133K | Buy |
+1,168
| New | +$133K | 0.01% | 580 |
|
|
2020
Q4 | – | Sell |
-4,633
| Closed | -$421K | – | 444 |
|
|
2020
Q3 | $421K | Sell |
4,633
-318
| -6% | -$28.9K | 0.05% | 223 |
|
|
2020
Q2 | $413K | Hold |
4,951
| – | – | 0.05% | 201 |
|
|
2020
Q1 | $294K | Buy |
4,951
+4,533
| +1,084% | +$269K | 0.04% | 222 |
|
|
2019
Q4 | $30K | Hold |
418
| – | – | ﹤0.01% | 656 |
|
|
2019
Q3 | $27K | Buy |
418
+218
| +109% | +$14.1K | ﹤0.01% | 675 |
|
|
2019
Q2 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 843 |
|
|
2018
Q3 | – | Sell |
-96
| Closed | -$5K | – | 1255 |
|
|
2018
Q2 | $5K | Buy |
96
+59
| +159% | +$3.07K | ﹤0.01% | 978 |
|
|
2018
Q1 | $2K | Buy |
+37
| New | +$2K | ﹤0.01% | 957 |
|