Capital Directions Investment Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,105
| Closed | -$107K | – | 108 |
|
|
2018
Q3 | $107K | Buy |
+6,105
| New | +$107K | 0.03% | 60 |
|
|
2018
Q2 | – | Sell |
-6,505
| Closed | -$93K | – | 154 |
|
|
2018
Q1 | $93K | Hold |
6,505
| – | – | 0.03% | 57 |
|
|
2017
Q4 | $101K | Hold |
6,505
| – | – | 0.03% | 55 |
|
|
2017
Q3 | $93K | Hold |
6,505
| – | – | 0.03% | 58 |
|
|
2017
Q2 | $87K | Hold |
6,505
| – | – | 0.03% | 50 |
|
|
2017
Q1 | $98K | Buy |
+6,505
| New | +$98K | 0.03% | 48 |
|