BRWM
B. Riley Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.28M | Buy |
56,535
+8,023
| +17% | +$181K | 1.91% | 10 |
|
|
2015
Q4 | $1.12M | Sell |
48,512
-1,568
| -3% | -$36.3K | 1.44% | 15 |
|
|
2015
Q3 | $1.12M | Buy |
50,080
+5,591
| +13% | +$125K | 1.59% | 11 |
|
|
2015
Q2 | $1.06M | Buy |
44,489
+28,189
| +173% | +$668K | 0.84% | 18 |
|
|
2015
Q1 | $385K | Sell |
16,300
-51,178
| -76% | -$1.21M | 0.29% | 95 |
|
|
2014
Q4 | $1.57M | Sell |
67,478
-28,092
| -29% | -$654K | 1.28% | 7 |
|
|
2014
Q3 | $2.09M | Buy |
95,570
+2,419
| +3% | +$52.9K | 1.55% | 3 |
|
|
2014
Q2 | $2.07M | Sell |
93,151
-37,439
| -29% | -$833K | 1.34% | 7 |
|
|
2014
Q1 | $2.85M | Buy |
+130,590
| New | +$2.85M | 2.1% | 2 |
|