Cedar Brook Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,176
| Closed | -$363K | – | 170 |
|
|
2024
Q1 | $363K | Sell |
11,176
-199
| -2% | -$6.46K | 0.07% | 275 |
|
|
2023
Q4 | $354K | Buy |
11,375
+500
| +5% | +$15.6K | 0.08% | 255 |
|
|
2023
Q3 | $311K | Sell |
10,875
-1,726
| -14% | -$49.3K | 0.08% | 251 |
|
|
2023
Q2 | $401K | Sell |
12,601
-70
| -0.6% | -$2.23K | 0.1% | 219 |
|
|
2023
Q1 | $416K | Buy |
+12,671
| New | +$416K | 0.11% | 206 |
|