Cavalier Investments’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-11,420
| Closed | -$339K | – | 150 |
|
|
2017
Q3 | $339K | Buy |
11,420
+857
| +8% | +$25.4K | 0.16% | 106 |
|
|
2017
Q2 | $293K | Hold |
10,563
| – | – | 0.16% | 112 |
|
|
2017
Q1 | $293K | Buy |
+10,563
| New | +$293K | 0.16% | 115 |
|
|
2015
Q4 | – | Sell |
-901,627
| Closed | -$20.2M | – | 115 |
|
|
2015
Q3 | $20.2M | Buy |
+901,627
| New | +$20.2M | 16.95% | 2 |
|