WealthTrust Fairport’s First Trust Switzerland AlphaDEX Fund FSZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $798K | Buy |
16,580
+5,306
| +47% | +$255K | 0.08% | 113 |
|
|
2018
Q4 | $494K | Buy |
11,274
+1,878
| +20% | +$82.3K | 0.05% | 124 |
|
|
2018
Q3 | $476K | Buy |
9,396
+97
| +1% | +$4.91K | 0.04% | 132 |
|
|
2018
Q2 | $467K | Buy |
9,299
+319
| +4% | +$16K | 0.05% | 138 |
|
|
2018
Q1 | $471K | Buy |
8,980
+2,485
| +38% | +$130K | 0.05% | 123 |
|
|
2017
Q4 | $343K | Buy |
6,495
+1,250
| +24% | +$66K | 0.03% | 142 |
|
|
2017
Q3 | $269K | Hold |
5,245
| – | – | 0.03% | 146 |
|
|
2017
Q2 | $256K | Hold |
5,245
| – | – | 0.03% | 147 |
|
|
2017
Q1 | $235K | Buy |
+5,245
| New | +$235K | 0.03% | 146 |
|