Accel Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-460
| Closed | -$17.2K | – | 427 |
|
|
2023
Q1 | $17.2K | Buy |
460
+2
| +0.4% | +$75 | 0.01% | 754 |
|
|
2022
Q4 | $18.8K | Sell |
458
-766
| -63% | -$31.4K | 0.01% | 574 |
|
|
2022
Q3 | $49K | Buy |
1,224
+8
| +0.7% | +$320 | 0.03% | 369 |
|
|
2022
Q2 | $47K | Buy |
1,216
+5
| +0.4% | +$193 | 0.03% | 359 |
|
|
2022
Q1 | $56K | Buy |
1,211
+3
| +0.2% | +$139 | 0.03% | 350 |
|
|
2021
Q4 | $56K | Buy |
1,208
+756
| +167% | +$35K | 0.03% | 362 |
|
|
2021
Q3 | $20K | Buy |
452
+1
| +0.2% | +$44 | 0.01% | 503 |
|
|
2021
Q2 | $20K | Buy |
+451
| New | +$20K | 0.01% | 542 |
|