Jaffetilchin Investment Partners’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-6,672
| Closed | -$341K | – | 714 |
|
2024
Q3 | $341K | Buy |
+6,672
| New | +$341K | 0.03% | 268 |
|
2024
Q2 | – | Sell |
-7,537
| Closed | -$358K | – | 364 |
|
2024
Q1 | $358K | Buy |
+7,537
| New | +$358K | 0.03% | 260 |
|
2023
Q2 | – | Sell |
-10,305
| Closed | -$385K | – | 368 |
|
2023
Q1 | $385K | Buy |
+10,305
| New | +$385K | 0.04% | 246 |
|