ICA Group Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $29.8K | Sell |
900
-1,716
| -66% | -$56.7K | 0.02% | 302 |
|
|
2024
Q1 | $84.9K | Hold |
2,616
| – | – | 0.02% | 438 |
|
|
2023
Q4 | $82.9K | Buy |
+2,616
| New | +$82.9K | 0.02% | 402 |
|
|
2023
Q3 | – | Sell |
-2,616
| Closed | -$83.2K | – | 588 |
|
|
2023
Q2 | $83.2K | Sell |
2,616
-660
| -20% | -$21K | 0.02% | 373 |
|
|
2023
Q1 | $108K | Hold |
3,276
| – | – | 0.03% | 331 |
|
|
2022
Q4 | $109K | Buy |
+3,276
| New | +$109K | 0.03% | 349 |
|