Beaumont Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $337K | Buy |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $346K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $2.27M | Sell |
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|
2017
Q2 | $2.44M | Sell |
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|
2017
Q1 | $2.65M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.96M | Sell |
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|
2016
Q2 | $4.45M | Sell |
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|
2016
Q1 | $7.83M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $30.2M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $22.8M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $6.02M | Buy |
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