IWA
IBEX Wealth Advisors’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 |
-21,502
| Closed | -$881K | – | 119 |
|
|
2022
Q4 | $881K | Buy |
+21,502
| New | +$881K | 0.2% | 95 |
|
|
2022
Q2 | – | Sell |
-65,061
| Closed | -$2.99M | – | 165 |
|
|
2022
Q1 | $2.99M | Buy |
65,061
+44,058
| +210% | +$2.02M | 0.57% | 65 |
|
|
2021
Q4 | $972K | Buy |
21,003
+3,320
| +19% | +$154K | 0.17% | 110 |
|
|
2021
Q3 | $782K | Buy |
17,683
+6,459
| +58% | +$286K | 0.15% | 111 |
|
|
2021
Q2 | $490K | Buy |
+11,224
| New | +$490K | 0.1% | 122 |
|