Foresight Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,780
| Closed | -$227K | – | 98 |
|
|
2019
Q4 | $227K | Sell |
6,780
-599
| -8% | -$20.1K | 0.14% | 83 |
|
|
2019
Q3 | $235K | Sell |
7,379
-622
| -8% | -$19.8K | 0.17% | 84 |
|
|
2019
Q2 | $253K | Sell |
8,001
-2,473
| -24% | -$78.2K | 0.19% | 80 |
|
|
2019
Q1 | $317K | Sell |
10,474
-1,724
| -14% | -$52.2K | 0.28% | 66 |
|
|
2018
Q4 | $329K | Buy |
+12,198
| New | +$329K | 0.35% | 65 |
|