Bellwether Investment Group’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-17,470
| Closed | -$472K | – | 65 |
|
|
2017
Q3 | $472K | Buy |
17,470
+715
| +4% | +$19.3K | 2.22% | 16 |
|
|
2017
Q2 | $455K | Hold |
16,755
| – | – | 2.11% | 18 |
|
|
2017
Q1 | $459K | Sell |
16,755
-625
| -4% | -$17.1K | 1.21% | 14 |
|
|
2016
Q4 | $465K | Buy |
+17,380
| New | +$465K | 0.42% | 65 |
|
|
2016
Q2 | $507K | Buy |
+18,750
| New | +$507K | 0.56% | 44 |
|