WealthPLAN Partners’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
Q3
Sell
-236
Closed -$15.1K 608
2023
Q2
$15.1K Sell
236
-11
-4% -$706 ﹤0.01% 728
2023
Q1
$16.1K Buy
+247
New +$16.1K ﹤0.01% 769
2022
Q1
$1.13M Buy
16,242
+553
+4% +$38.5K 0.08% 161
2021
Q4
$923K Buy
+15,689
New +$923K 0.06% 184