Winch Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-103,035
| Closed | -$3.91M | – | 447 |
|
|
2019
Q1 | $3.91M | Buy |
103,035
+102,504
| +19,304% | +$3.89M | 2.16% | 12 |
|
|
2018
Q4 | $18K | Sell |
531
-60,656
| -99% | -$2.06M | 0.01% | 138 |
|
|
2018
Q3 | $2.53M | Buy |
61,187
+2,995
| +5% | +$124K | 1.27% | 29 |
|
|
2018
Q2 | $2.43M | Buy |
58,192
+6,056
| +12% | +$253K | 1.31% | 28 |
|
|
2018
Q1 | $2.2M | Buy |
+52,136
| New | +$2.2M | 1.29% | 24 |
|