Atwood & Palmer’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $15K | Sell |
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|
2020
Q2 | $43K | Sell |
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|
2020
Q1 | $52K | Sell |
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|
2019
Q4 | $83K | Sell |
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|
2019
Q3 | $94K | Sell |
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|
2019
Q2 | $103K | Buy |
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|
2019
Q1 | $25K | Hold |
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|
2018
Q4 | $23K | Hold |
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|
2018
Q3 | $24K | Hold |
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|
2018
Q2 | $23K | Sell |
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|
2018
Q1 | $30K | Sell |
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|
2017
Q4 | $1.66M | Sell |
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|
2017
Q3 | $1.89M | Buy |
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|
2017
Q2 | $1.78M | Buy |
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|
2017
Q1 | $1.71M | Buy |
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|
2016
Q4 | $1.54M | Sell |
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|
2016
Q3 | $1.56M | Sell |
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|
2016
Q2 | $1.67M | Buy |
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|
2016
Q1 | $1.55M | Buy |
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