HCIA
Hochman Cole Investment Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $417K | Hold |
7,413
| – | – | 0.16% | 86 |
|
|
2021
Q2 | $422K | Hold |
7,413
| – | – | 0.17% | 83 |
|
|
2021
Q1 | $426K | Hold |
7,413
| – | – | 0.18% | 81 |
|
|
2020
Q4 | $383K | Hold |
7,413
| – | – | 0.16% | 85 |
|
|
2020
Q3 | $356K | Sell |
7,413
-31
| -0.4% | -$1.49K | 0.18% | 85 |
|
|
2020
Q2 | $343K | Hold |
7,444
| – | – | 0.19% | 81 |
|
|
2020
Q1 | $298K | Sell |
7,444
-225
| -3% | -$9.01K | 0.2% | 77 |
|
|
2019
Q4 | $384K | Hold |
7,669
| – | – | 0.21% | 77 |
|
|
2019
Q3 | $371K | Sell |
7,669
-704
| -8% | -$34.1K | 0.23% | 74 |
|
|
2019
Q2 | $382K | Hold |
8,373
| – | – | 0.23% | 79 |
|
|
2019
Q1 | $383K | Buy |
8,373
+332
| +4% | +$15.2K | 0.23% | 79 |
|
|
2018
Q4 | $339K | Sell |
8,041
-26
| -0.3% | -$1.1K | 0.23% | 74 |
|
|
2018
Q3 | $378K | Hold |
8,067
| – | – | 0.24% | 67 |
|
|
2018
Q2 | $380K | Sell |
8,067
-2,245
| -22% | -$106K | 0.25% | 65 |
|
|
2018
Q1 | $484K | Sell |
10,312
-58
| -0.6% | -$2.72K | 0.34% | 53 |
|
|
2017
Q4 | $505K | Sell |
10,370
-185
| -2% | -$9.01K | 0.32% | 54 |
|
|
2017
Q3 | $482K | Sell |
10,555
-480
| -4% | -$21.9K | 0.32% | 54 |
|
|
2017
Q2 | $508K | Sell |
11,035
-263
| -2% | -$12.1K | 0.35% | 54 |
|
|
2017
Q1 | $521K | Sell |
11,298
-1,458
| -11% | -$67.2K | 0.38% | 51 |
|
|
2016
Q4 | $584K | Buy |
12,756
+548
| +4% | +$25.1K | 0.42% | 49 |
|
|
2016
Q3 | $567K | Sell |
12,208
-1,247
| -9% | -$57.9K | 0.42% | 50 |
|
|
2016
Q2 | $651K | Sell |
13,455
-2,861
| -18% | -$138K | 0.53% | 46 |
|
|
2016
Q1 | $753K | Buy |
16,316
+81
| +0.5% | +$3.74K | 0.64% | 41 |
|
|
2015
Q4 | $722K | Buy |
+16,235
| New | +$722K | 0.61% | 43 |
|