Advisor Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,783
| Closed | -$237K | – | 645 |
|
|
2018
Q4 | $237K | Sell |
8,783
-2,591
| -23% | -$69.9K | 0.04% | 478 |
|
|
2018
Q3 | $364K | Buy |
11,374
+2,056
| +22% | +$65.8K | 0.05% | 388 |
|
|
2018
Q2 | $292K | Buy |
9,318
+255
| +3% | +$7.99K | 0.05% | 423 |
|
|
2018
Q1 | $281K | Sell |
9,063
-562
| -6% | -$17.4K | 0.05% | 415 |
|
|
2017
Q4 | $311K | Buy |
+9,625
| New | +$311K | 0.06% | 388 |
|