Cedar Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,403
| Closed | -$269K | – | 160 |
|
|
2018
Q3 | $269K | Buy |
+8,403
| New | +$269K | 0.1% | 153 |
|
|
2018
Q2 | – | Sell |
-6,936
| Closed | -$215K | – | 154 |
|
|
2018
Q1 | $215K | Buy |
+6,936
| New | +$215K | 0.1% | 150 |
|
|
2017
Q3 | – | Sell |
-9,882
| Closed | -$283K | – | 120 |
|
|
2017
Q2 | $283K | Sell |
9,882
-826
| -8% | -$23.7K | 0.12% | 72 |
|
|
2017
Q1 | $297K | Sell |
10,708
-27
| -0.3% | -$749 | 0.12% | 59 |
|
|
2016
Q4 | $290K | Sell |
10,735
-4,216
| -28% | -$114K | 0.12% | 63 |
|
|
2016
Q3 | $363K | Buy |
+14,951
| New | +$363K | 0.13% | 63 |
|