Hochman Cole Investment Advisors’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $303K | Hold |
5,285
| – | – | 0.12% | 107 |
|
|
2021
Q2 | $312K | Hold |
5,285
| – | – | 0.12% | 100 |
|
|
2021
Q1 | $299K | Hold |
5,285
| – | – | 0.13% | 99 |
|
|
2020
Q4 | $265K | Hold |
5,285
| – | – | 0.11% | 104 |
|
|
2020
Q3 | $216K | Hold |
5,285
| – | – | 0.11% | 107 |
|
|
2020
Q2 | $200K | Buy |
+5,285
| New | +$200K | 0.11% | 105 |
|
|
2020
Q1 | – | Sell |
-5,285
| Closed | -$239K | – | 109 |
|
|
2019
Q4 | $239K | Hold |
5,285
| – | – | 0.13% | 103 |
|
|
2019
Q3 | $221K | Hold |
5,285
| – | – | 0.14% | 100 |
|
|
2019
Q2 | $224K | Hold |
5,285
| – | – | 0.13% | 103 |
|
|
2019
Q1 | $211K | Buy |
+5,285
| New | +$211K | 0.13% | 107 |
|
|
2018
Q4 | – | Sell |
-5,285
| Closed | -$224K | – | 113 |
|
|
2018
Q3 | $224K | Buy |
+5,285
| New | +$224K | 0.14% | 101 |
|