FormulaFolio Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-58,990
| Closed | -$2.56M | – | 355 |
|
|
2018
Q4 | $2.56M | Hold |
58,990
| – | – | 0.11% | 72 |
|
|
2018
Q3 | $2.56M | Buy |
+58,990
| New | +$2.56M | 0.11% | 72 |
|
|
2018
Q2 | – | Sell |
-37,899
| Closed | -$1.56M | – | 310 |
|
|
2018
Q1 | $1.56M | Buy |
37,899
+7,902
| +26% | +$324K | 0.09% | 70 |
|
|
2017
Q4 | $1.26M | Buy |
+29,997
| New | +$1.26M | 0.08% | 82 |
|