ICA Group Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $6.13K | Hold |
90
| – | – | ﹤0.01% | 559 |
|
2024
Q1 | $6.57K | Hold |
90
| – | – | ﹤0.01% | 981 |
|
2023
Q4 | $5.84K | Buy |
+90
| New | +$5.84K | ﹤0.01% | 985 |
|
2023
Q3 | – | Sell |
-90
| Closed | -$5.41K | – | 587 |
|
2023
Q2 | $5.41K | Hold |
90
| – | – | ﹤0.01% | 966 |
|
2023
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 951 |
|
2022
Q4 | $4.64K | Buy |
+90
| New | +$4.64K | ﹤0.01% | 984 |
|