Acima Private Wealth’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.76K | Hold |
75
| – | – | ﹤0.01% | 174 |
|
|
2025
Q1 | $4.34K | Hold |
75
| – | – | ﹤0.01% | 174 |
|
|
2024
Q4 | $4.85K | Hold |
75
| – | – | ﹤0.01% | 177 |
|
|
2024
Q3 | $4.75K | Hold |
75
| – | – | ﹤0.01% | 178 |
|
|
2024
Q2 | $4.49K | Hold |
75
| – | – | ﹤0.01% | 176 |
|
|
2024
Q1 | $4.84K | Hold |
75
| – | – | ﹤0.01% | 186 |
|
|
2023
Q4 | $4.42K | Sell |
75
-225
| -75% | -$13.3K | ﹤0.01% | 226 |
|
|
2023
Q3 | $15.3K | Hold |
300
| – | – | 0.01% | 192 |
|
|
2023
Q2 | $16.6K | Hold |
300
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $15.6K | Hold |
300
| – | – | 0.01% | 200 |
|
|
2022
Q4 | $14.5K | Hold |
300
| – | – | 0.01% | 189 |
|
|
2022
Q3 | $12.9K | Hold |
300
| – | – | 0.01% | 198 |
|
|
2022
Q2 | $13.4K | Hold |
300
| – | – | 0.01% | 201 |
|
|
2022
Q1 | $16K | Hold |
300
| – | – | 0.01% | 204 |
|
|
2021
Q4 | $19K | Hold |
300
| – | – | 0.01% | 199 |
|
|
2021
Q3 | $18K | Hold |
300
| – | – | 0.01% | 190 |
|
|
2021
Q2 | $18K | Hold |
300
| – | – | 0.01% | 189 |
|
|
2021
Q1 | $17K | Hold |
300
| – | – | 0.01% | 190 |
|
|
2020
Q4 | $15K | Buy |
+300
| New | +$15K | 0.01% | 193 |
|