Apollon Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,203
| Closed | -$178K | – | 1086 |
|
|
2023
Q3 | $178K | Buy |
+10,203
| New | +$178K | 0.01% | 843 |
|
|
2023
Q2 | – | Sell |
-38,560
| Closed | -$598K | – | 961 |
|
|
2023
Q1 | $598K | Sell |
38,560
-6,345
| -14% | -$98.5K | 0.04% | 477 |
|
|
2022
Q4 | $767K | Sell |
44,905
-794
| -2% | -$13.6K | 0.05% | 375 |
|
|
2022
Q3 | $713K | Buy |
+45,699
| New | +$713K | 0.06% | 356 |
|