Advocacy Wealth Management Services’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-38
| Closed | -$2K | – | 317 |
|
|
2016
Q4 | $2K | Sell |
38
-62
| -62% | -$3.26K | ﹤0.01% | 276 |
|
|
2016
Q3 | $5K | Sell |
100
-55
| -35% | -$2.75K | ﹤0.01% | 324 |
|
|
2016
Q2 | $7K | Buy |
+155
| New | +$7K | ﹤0.01% | 319 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 530 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 531 |
|
|
2013
Q3 | $19K | Hold |
588
| – | – | 0.05% | 185 |
|
|
2013
Q2 | $18K | Buy |
+588
| New | +$18K | 0.07% | 151 |
|