Bruderman Asset Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-587
| Closed | -$25K | – | 654 |
|
|
2018
Q4 | $25K | Buy |
+587
| New | +$25K | 0.01% | 319 |
|
|
2016
Q4 | – | Sell |
-960
| Closed | -$45K | – | 373 |
|
|
2016
Q3 | $45K | Buy |
960
+85
| +10% | +$3.98K | 0.01% | 209 |
|
|
2016
Q2 | $42K | Buy |
+875
| New | +$42K | 0.01% | 213 |
|
|
2015
Q4 | – | Sell |
-370
| Closed | -$16K | – | 416 |
|
|
2015
Q3 | $16K | Buy |
+370
| New | +$16K | 0.01% | 296 |
|