CWA
Clarus Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,438
| Closed | -$350K | – | 124 |
|
|
2019
Q4 | $350K | Sell |
10,438
-1,129
| -10% | -$37.9K | 0.23% | 100 |
|
|
2019
Q3 | $368K | Buy |
11,567
+821
| +8% | +$26.1K | 0.27% | 85 |
|
|
2019
Q2 | $340K | Buy |
10,746
+8,646
| +412% | +$274K | 0.25% | 72 |
|
|
2019
Q1 | $64K | Hold |
2,100
| – | – | 0.05% | 256 |
|
|
2018
Q4 | $57K | Buy |
2,100
+1,700
| +425% | +$46.1K | 0.09% | 242 |
|
|
2018
Q3 | $13K | Hold |
400
| – | – | 0.01% | 500 |
|
|
2018
Q2 | $12K | Buy |
+400
| New | +$12K | 0.01% | 499 |
|