Golden State Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-200
| Closed | -$5K | – | 441 |
|
|
2020
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 732 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$8K | – | 371 |
|
|
2019
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 781 |
|
|
2019
Q2 | $8K | Hold |
200
| – | – | ﹤0.01% | 783 |
|
|
2019
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 809 |
|