Belpointe Asset Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,387
| Closed | -$89.1K | – | 1606 |
|
|
2023
Q1 | $89.1K | Sell |
2,387
-21
| -0.9% | -$784 | ﹤0.01% | 1374 |
|
|
2022
Q4 | $98.6K | Buy |
+2,408
| New | +$98.6K | 0.01% | 1245 |
|
|
2020
Q1 | – | Sell |
-3,984
| Closed | -$134K | – | 683 |
|
|
2019
Q4 | $134K | Sell |
3,984
-6,275
| -61% | -$211K | 0.02% | 671 |
|
|
2019
Q3 | $326K | Buy |
+10,259
| New | +$326K | 0.05% | 372 |
|
|
2018
Q4 | – | Sell |
-4,139
| Closed | -$132K | – | 546 |
|
|
2018
Q3 | $132K | Buy |
+4,139
| New | +$132K | 0.02% | 564 |
|