Destiny Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $206K | Buy |
+3,672
| New | +$206K | 0.03% | 184 |
|
2023
Q1 | – | Sell |
-3,672
| Closed | -$150K | – | 348 |
|
2022
Q4 | $150K | Hold |
3,672
| – | – | 0.03% | 202 |
|
2022
Q3 | $135K | Hold |
3,672
| – | – | 0.03% | 207 |
|
2022
Q2 | $143K | Hold |
3,672
| – | – | 0.03% | 210 |
|
2022
Q1 | $169K | Hold |
3,672
| – | – | 0.03% | 172 |
|
2021
Q4 | $170K | Hold |
3,672
| – | – | 0.03% | 194 |
|
2021
Q3 | $162K | Sell |
3,672
-1,676
| -31% | -$73.9K | 0.03% | 179 |
|
2021
Q2 | $234K | Hold |
5,348
| – | – | 0.04% | 175 |
|
2021
Q1 | $222K | Hold |
5,348
| – | – | 0.05% | 159 |
|
2020
Q4 | $183K | Buy |
+5,348
| New | +$183K | 0.04% | 206 |
|