J.P. Morgan Private Wealth Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $344K | Buy |
5,694
+650
| +13% | +$39.2K | ﹤0.01% | 1405 |
|
|
2023
Q2 | $316K | Sell |
5,044
-1,566
| -24% | -$98.1K | ﹤0.01% | 1222 |
|
|
2023
Q1 | $410K | Buy |
6,610
+551
| +9% | +$34.2K | ﹤0.01% | 1552 |
|
|
2022
Q4 | $380K | Buy |
+6,059
| New | +$380K | ﹤0.01% | 1567 |
|
|
2022
Q2 | – | Sell |
-3,466
| Closed | -$221K | – | 1953 |
|
|
2022
Q1 | $221K | Hold |
3,466
| – | – | ﹤0.01% | 1873 |
|
|
2021
Q4 | $215K | Buy |
+3,466
| New | +$215K | ﹤0.01% | 1882 |
|