Advocacy Wealth Management Services’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-337
| Closed | -$10K | – | 158 |
|
|
2019
Q2 | $10K | Hold |
337
| – | – | 0.01% | 132 |
|
|
2019
Q1 | $10K | Hold |
337
| – | – | 0.01% | 106 |
|
|
2018
Q4 | $9K | Hold |
337
| – | – | 0.01% | 121 |
|
|
2018
Q3 | $9K | Hold |
337
| – | – | 0.01% | 134 |
|
|
2018
Q2 | $9K | Hold |
337
| – | – | 0.01% | 134 |
|
|
2018
Q1 | $9K | Hold |
337
| – | – | 0.01% | 145 |
|
|
2017
Q4 | $9K | Hold |
337
| – | – | 0.01% | 164 |
|
|
2017
Q3 | $9K | Buy |
+337
| New | +$9K | ﹤0.01% | 204 |
|
|
2017
Q2 | – | Sell |
-337
| Closed | -$9K | – | 289 |
|
|
2017
Q1 | $9K | Sell |
337
-226
| -40% | -$6.04K | ﹤0.01% | 216 |
|
|
2016
Q4 | $15K | Buy |
563
+5
| +0.9% | +$133 | ﹤0.01% | 164 |
|
|
2016
Q3 | $14K | Hold |
558
| – | – | 0.01% | 246 |
|
|
2016
Q2 | $15K | Buy |
+558
| New | +$15K | 0.01% | 267 |
|