Holistic Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-70,066
| Closed | -$3.22M | – | 107 |
|
|
2022
Q1 | $3.22M | Sell |
70,066
-8,022
| -10% | -$368K | 2.04% | 14 |
|
|
2021
Q4 | $3.61M | Buy |
78,088
+70,071
| +874% | +$3.24M | 2.1% | 13 |
|
|
2021
Q3 | $355K | Hold |
8,017
| – | – | 0.22% | 67 |
|
|
2021
Q2 | $350K | Buy |
8,017
+2,203
| +38% | +$96.2K | 0.21% | 70 |
|
|
2021
Q1 | $242K | Buy |
+5,814
| New | +$242K | 0.16% | 93 |
|