Accel Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,370
| Closed | -$21.3K | – | 426 |
|
|
2023
Q1 | $21.3K | Buy |
1,370
+72
| +6% | +$1.12K | 0.01% | 694 |
|
|
2022
Q4 | $22.2K | Buy |
1,298
+115
| +10% | +$1.97K | 0.01% | 526 |
|
|
2022
Q3 | $20K | Buy |
+1,183
| New | +$20K | 0.01% | 553 |
|
|
2022
Q2 | – | Sell |
-3,252
| Closed | -$52K | – | 1034 |
|
|
2022
Q1 | $52K | Buy |
+3,252
| New | +$52K | 0.03% | 371 |
|