Capital Asset Advisory Services’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-80
| Closed | -$2K | – | 639 |
|
|
2021
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 675 |
|
|
2021
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 697 |
|
|
2021
Q1 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 662 |
|
|
2020
Q1 | – | Sell |
-101
| Closed | -$3K | – | 555 |
|
|
2019
Q4 | $3K | Buy |
+101
| New | +$3K | ﹤0.01% | 556 |
|