Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,224
| Closed | -$275K | – | 431 |
|
|
2019
Q3 | $275K | Buy |
+4,224
| New | +$275K | 0.02% | 331 |
|
|
2018
Q4 | – | Sell |
-13,300
| Closed | -$846K | – | 713 |
|
|
2018
Q3 | $846K | Buy |
+13,300
| New | +$846K | 0.05% | 182 |
|
|
2015
Q1 | – | Sell |
-15,505
| Closed | -$535K | – | 311 |
|
|
2014
Q4 | $535K | Buy |
+15,505
| New | +$535K | 0.05% | 169 |
|