Brass Tax Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
41,674
-875
| -2% | -$49.1K | 0.45% | 32 |
|
|
2025
Q1 | $2.26M | Sell |
42,549
-1,928
| -4% | -$102K | 0.47% | 34 |
|
|
2024
Q4 | $2.41M | Sell |
44,477
-358
| -0.8% | -$19.4K | 0.51% | 31 |
|
|
2024
Q3 | $2.29M | Sell |
44,835
-1,212
| -3% | -$62K | 0.49% | 31 |
|
|
2024
Q2 | $2.13M | Sell |
46,047
-288
| -0.6% | -$13.3K | 0.92% | 25 |
|
|
2024
Q1 | $2.2M | Buy |
+46,335
| New | +$2.2M | 1.15% | 20 |
|