Caldwell Trust’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
107
|
|
||||
|
2025
Q1 | $5.67K | Hold |
107
|
|
||||
|
2024
Q4 | $5.79K | Hold |
107
|
|
||||
|
2024
Q3 | $5.47K | Hold |
107
|
|
||||
|
2024
Q2 | $4.95K | Hold |
107
|
|
||||
|
2024
Q1 | $5.08K | Hold |
107
|
|
||||
|
2023
Q4 | $4.63K | Hold |
107
|
|
||||
|
2023
Q3 | $4.05K | Hold |
107
|
|
||||
|
2023
Q2 | $4.03K | Buy |
+107
|
|
||||
|
2020
Q2 | – | Sell |
-360
|
|
||||
|
2020
Q1 | $7.61K | Hold |
360
|
|
||||
|
2019
Q4 | $12.1K | Buy |
+360
|
|