Burt Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-408
| Closed | -$16K | – | 419 |
|
2020
Q1 | $16K | Hold |
408
| – | – | 0.01% | 241 |
|
2019
Q4 | $20K | Hold |
408
| – | – | 0.01% | 242 |
|
2019
Q3 | $20K | Hold |
408
| – | – | 0.01% | 235 |
|
2019
Q2 | $19K | Hold |
408
| – | – | 0.01% | 243 |
|
2019
Q1 | $19K | Hold |
408
| – | – | 0.01% | 243 |
|
2018
Q4 | $17K | Hold |
408
| – | – | 0.01% | 247 |
|
2018
Q3 | $19K | Hold |
408
| – | – | 0.01% | 254 |
|
2018
Q2 | $19K | Hold |
408
| – | – | 0.01% | 252 |
|
2018
Q1 | $19K | Hold |
408
| – | – | 0.01% | 255 |
|
2017
Q4 | $20K | Hold |
408
| – | – | 0.01% | 241 |
|
2017
Q3 | $19K | Hold |
408
| – | – | 0.01% | 235 |
|
2017
Q2 | $18K | Hold |
408
| – | – | 0.01% | 256 |
|
2017
Q1 | $19K | Hold |
408
| – | – | 0.01% | 226 |
|
2016
Q4 | $19K | Hold |
408
| – | – | 0.02% | 234 |
|
2016
Q3 | $18K | Hold |
408
| – | – | 0.02% | 224 |
|
2016
Q2 | $19K | Hold |
408
| – | – | 0.02% | 218 |
|
2016
Q1 | $19K | Hold |
408
| – | – | 0.02% | 250 |
|
2015
Q4 | $18K | Hold |
408
| – | – | 0.01% | 215 |
|
2015
Q3 | $17K | Hold |
408
| – | – | 0.02% | 195 |
|
2015
Q2 | $17K | Hold |
408
| – | – | 0.02% | 221 |
|
2015
Q1 | $18K | Hold |
408
| – | – | 0.02% | 199 |
|
2014
Q4 | $17K | Buy |
+408
| New | +$17K | 0.02% | 198 |
|