GSWM
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Golden State Wealth Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History

Golden State Wealth Management’s Portfolio FXD Stock Details FXD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-200
Closed -$5K – 455
2020
Q1 		$5K Buy
+200
New +$7.91K ﹤0.01% 732
2019
Q4 		– Sell
-200
Closed -$8K – 378
2019
Q3 		$8K Hold
200
– – ﹤0.01% 782
2019
Q2 		$8K Hold
200
– – ﹤0.01% 783
2019
Q1 		$8K Buy
+200
New +$8.15K ﹤0.01% 809

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