HCIA
Hochman Cole Investment Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $486K | Sell |
10,986
-1,635
| -13% | -$72.3K | 0.19% | 77 |
|
|
2021
Q2 | $551K | Sell |
12,621
-913
| -7% | -$39.9K | 0.22% | 71 |
|
|
2021
Q1 | $563K | Buy |
13,534
+19
| +0.1% | +$790 | 0.24% | 69 |
|
|
2020
Q4 | $463K | Sell |
13,515
-1,258
| -9% | -$43.1K | 0.2% | 77 |
|
|
2020
Q3 | $375K | Sell |
14,773
-142,862
| -91% | -$3.63M | 0.18% | 78 |
|
|
2020
Q2 | $4.02M | Sell |
157,635
-3,730
| -2% | -$95.1K | 2.22% | 13 |
|
|
2020
Q1 | $3.41M | Sell |
161,365
-26,857
| -14% | -$568K | 2.34% | 10 |
|
|
2019
Q4 | $6.31M | Sell |
188,222
-9,624
| -5% | -$322K | 3.44% | 6 |
|
|
2019
Q3 | $6.29M | Sell |
197,846
-11,224
| -5% | -$357K | 3.93% | 5 |
|
|
2019
Q2 | $6.62M | Sell |
209,070
-3,550
| -2% | -$112K | 3.95% | 5 |
|
|
2019
Q1 | $6.43M | Buy |
212,620
+15,804
| +8% | +$478K | 3.84% | 5 |
|
|
2018
Q4 | $5.32M | Sell |
196,816
-1,872
| -0.9% | -$50.6K | 3.66% | 5 |
|
|
2018
Q3 | $6.35M | Sell |
198,688
-511
| -0.3% | -$16.3K | 3.96% | 5 |
|
|
2018
Q2 | $6.24M | Buy |
199,199
+781
| +0.4% | +$24.5K | 4.1% | 5 |
|
|
2018
Q1 | $6.16M | Sell |
198,418
-1,139
| -0.6% | -$35.4K | 4.3% | 5 |
|
|
2017
Q4 | $6.25M | Buy |
199,557
+2,865
| +1% | +$89.7K | 3.94% | 6 |
|
|
2017
Q3 | $5.84M | Sell |
196,692
-3,963
| -2% | -$118K | 3.82% | 6 |
|
|
2017
Q2 | $5.74M | Buy |
200,655
+6,675
| +3% | +$191K | 3.97% | 6 |
|
|
2017
Q1 | $5.37M | Sell |
193,980
-6,523
| -3% | -$181K | 3.9% | 6 |
|
|
2016
Q4 | $5.42M | Sell |
200,503
-841
| -0.4% | -$22.7K | 3.93% | 6 |
|
|
2016
Q3 | $4.89M | Buy |
201,344
+16,182
| +9% | +$393K | 3.65% | 6 |
|
|
2016
Q2 | $4.28M | Sell |
185,162
-3,379
| -2% | -$78.1K | 3.51% | 8 |
|
|
2016
Q1 | $4.26M | Sell |
188,541
-12,243
| -6% | -$277K | 3.63% | 7 |
|
|
2015
Q4 | $4.65M | Buy |
+200,784
| New | +$4.65M | 3.95% | 5 |
|