Clarus Wealth Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,856
| Closed | -$63K | – | 643 |
|
|
2019
Q1 | $63K | Buy |
4,856
+378
| +8% | +$4.9K | 0.05% | 257 |
|
|
2018
Q4 | $52K | Hold |
4,478
| – | – | 0.08% | 252 |
|
|
2018
Q3 | $78K | Buy |
4,478
+1,000
| +29% | +$17.4K | 0.05% | 234 |
|
|
2018
Q2 | $50K | Buy |
+3,478
| New | +$50K | 0.04% | 286 |
|