Kingsview Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,450
| Closed | -$69K | – | 621 |
|
|
2020
Q2 | $69K | Buy |
+10,450
| New | +$69K | 0.01% | 559 |
|
|
2019
Q2 | – | Sell |
-15,506
| Closed | -$200K | – | 436 |
|
|
2019
Q1 | $200K | Sell |
15,506
-1,820
| -11% | -$23.5K | 0.03% | 429 |
|
|
2018
Q4 | $199K | Sell |
17,326
-48,129
| -74% | -$553K | 0.04% | 338 |
|
|
2018
Q3 | $1.15M | Buy |
65,455
+4,603
| +8% | +$80.5K | 0.23% | 131 |
|
|
2018
Q2 | $1.03M | Buy |
60,852
+33,830
| +125% | +$572K | 0.25% | 122 |
|
|
2018
Q1 | $388K | Buy |
+27,022
| New | +$388K | 0.1% | 230 |
|