Guardian Wealth Advisors (North Carolina)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Hold |
283
| – | – | ﹤0.01% | 455 |
|
|
2025
Q1 | $16.4K | Hold |
283
| – | – | ﹤0.01% | 440 |
|
|
2024
Q4 | $18.3K | Sell |
283
-46
| -14% | -$2.97K | ﹤0.01% | 418 |
|
|
2024
Q3 | $20.8K | Hold |
329
| – | – | ﹤0.01% | 353 |
|
|
2024
Q2 | $19.7K | Hold |
329
| – | – | ﹤0.01% | 344 |
|
|
2024
Q1 | $21.2K | Sell |
329
-380
| -54% | -$24.5K | ﹤0.01% | 360 |
|
|
2023
Q4 | $41.8K | Buy |
709
+426
| +151% | +$25.1K | 0.01% | 317 |
|
|
2023
Q3 | $14.4K | Sell |
283
-70
| -20% | -$3.57K | ﹤0.01% | 346 |
|
|
2023
Q2 | $19.5K | Hold |
353
| – | – | ﹤0.01% | 321 |
|
|
2023
Q1 | $18.3K | Hold |
353
| – | – | ﹤0.01% | 316 |
|
|
2022
Q4 | $17K | Sell |
353
-12
| -3% | -$578 | ﹤0.01% | 297 |
|
|
2022
Q3 | $16K | Hold |
365
| – | – | ﹤0.01% | 273 |
|
|
2022
Q2 | $16K | Buy |
365
+283
| +345% | +$12.4K | ﹤0.01% | 273 |
|
|
2022
Q1 | $4K | Sell |
82
-102
| -55% | -$4.98K | ﹤0.01% | 229 |
|
|
2021
Q4 | $11K | Buy |
+184
| New | +$11K | ﹤0.01% | 200 |
|