Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4
| Closed | – | – | 1057 |
|
|
2019
Q2 | $0 | Sell |
4
-30,653
| -100% | – | ﹤0.01% | 944 |
|
|
2019
Q1 | $928K | Sell |
30,657
-280
| -0.9% | -$8.48K | 0.85% | 19 |
|
|
2018
Q4 | $836K | Sell |
30,937
-113
| -0.4% | -$3.05K | 1.08% | 14 |
|
|
2018
Q3 | $993K | Buy |
31,050
+127
| +0.4% | +$4.06K | 0.69% | 16 |
|
|
2018
Q2 | $969K | Buy |
30,923
+717
| +2% | +$22.5K | 0.67% | 20 |
|
|
2018
Q1 | $938K | Buy |
30,206
+837
| +3% | +$26K | 0.63% | 23 |
|
|
2017
Q4 | $920K | Buy |
+29,369
| New | +$920K | 0.56% | 23 |
|