Clearview Wealth Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-83
| Closed | -$4.56K | – | 310 |
|
|
2023
Q2 | $4.56K | Buy |
83
+1
| +1% | +$55 | ﹤0.01% | 442 |
|
|
2023
Q1 | $4.29K | Hold |
82
| – | – | ﹤0.01% | 446 |
|
|
2022
Q4 | $3.96K | Hold |
82
| – | – | ﹤0.01% | 416 |
|
|
2022
Q3 | $4K | Buy |
82
+1
| +1% | +$49 | ﹤0.01% | 428 |
|
|
2022
Q2 | $4K | Hold |
81
| – | – | ﹤0.01% | 445 |
|
|
2022
Q1 | $4K | Hold |
81
| – | – | ﹤0.01% | 468 |
|
|
2021
Q4 | $5K | Hold |
81
| – | – | ﹤0.01% | 488 |
|
|
2021
Q3 | $5K | Hold |
81
| – | – | ﹤0.01% | 500 |
|
|
2021
Q2 | $5K | Buy |
+81
| New | +$5K | ﹤0.01% | 506 |
|