Comprehensive Financial Consultants Institutional’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,610
| Closed | -$284K | – | 167 |
|
|
2023
Q1 | $284K | Buy |
7,610
+2,294
| +43% | +$85.6K | 0.16% | 134 |
|
|
2022
Q4 | $231K | Sell |
5,316
-46
| -0.9% | -$2K | 0.14% | 138 |
|
|
2022
Q3 | $208K | Hold |
5,362
| – | – | 0.14% | 151 |
|
|
2022
Q2 | $209K | Sell |
5,362
-194
| -3% | -$7.56K | 0.15% | 144 |
|
|
2022
Q1 | $236K | Hold |
5,556
| – | – | 0.16% | 142 |
|
|
2021
Q4 | $258K | Buy |
+5,556
| New | +$258K | 0.17% | 134 |
|