J.P. Morgan Private Wealth Advisors’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
2023
Q3
Sell
-6,522
Closed -$246K 1736
2023
Q2
$246K Sell
6,522
-3,509
-35% -$132K ﹤0.01% 1320
2023
Q1
$374K Sell
10,031
-11,136
-53% -$416K ﹤0.01% 1590
2022
Q4
$867K Buy
21,167
+1,938
+10% +$79.4K ﹤0.01% 1210
2022
Q3
$708K Buy
+19,229
New +$708K ﹤0.01% 1307