Bison Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $237K | Buy |
4,384
+1
| +0% | +$54 | 0.05% | 267 |
|
|
2024
Q3 | $224K | Sell |
4,383
-1,280
| -23% | -$65.5K | 0.04% | 373 |
|
|
2024
Q2 | $269K | Hold |
5,663
| – | – | 0.04% | 348 |
|
|
2024
Q1 | $269K | Sell |
5,663
-534
| -9% | -$25.4K | 0.04% | 348 |
|
|
2023
Q4 | $268K | Buy |
6,197
+351
| +6% | +$15.2K | 0.05% | 336 |
|
|
2023
Q3 | $221K | Sell |
5,846
-48
| -0.8% | -$1.82K | 0.04% | 353 |
|
|
2023
Q2 | $222K | Buy |
+5,894
| New | +$222K | 0.04% | 340 |
|