Bellwether Investment Group’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $551K | Sell |
13,595
-220
| -2% | -$8.92K | 2.21% | 12 |
|
|
2017
Q3 | $513K | Buy |
13,815
+565
| +4% | +$21K | 2.41% | 12 |
|
|
2017
Q2 | $469K | Hold |
13,250
| – | – | 2.17% | 15 |
|
|
2017
Q1 | $455K | Sell |
13,250
-533
| -4% | -$18.3K | 1.2% | 15 |
|
|
2016
Q4 | $453K | Buy |
+13,783
| New | +$453K | 0.41% | 70 |
|
|
2016
Q2 | $12K | Buy |
+448
| New | +$12K | 0.01% | 381 |
|