High Net Worth Advisory Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-1,500
| Closed | -$61.4K | – | 334 |
|
2022
Q4 | $61.4K | Hold |
1,500
| – | – | 0.02% | 290 |
|
2022
Q3 | $55K | Hold |
1,500
| – | – | 0.02% | 310 |
|
2022
Q2 | $58K | Hold |
1,500
| – | – | 0.02% | 301 |
|
2022
Q1 | $69K | Hold |
1,500
| – | – | 0.03% | 297 |
|
2021
Q4 | $69K | Buy |
+1,500
| New | +$69K | 0.02% | 306 |
|