Larson Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-52
| Closed | -$2K | – | 860 |
|
|
2021
Q1 | $2K | Buy |
52
+4
| +8% | +$154 | ﹤0.01% | 708 |
|
|
2020
Q4 | $1K | Buy |
48
+6
| +14% | +$125 | ﹤0.01% | 695 |
|
|
2020
Q3 | $1K | Buy |
42
+9
| +27% | +$214 | ﹤0.01% | 657 |
|
|
2020
Q2 | $1K | Buy |
33
+7
| +27% | +$212 | ﹤0.01% | 611 |
|
|
2020
Q1 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 477 |
|
|
2019
Q3 | – | Sell |
-7
| Closed | – | – | 569 |
|
|
2019
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 519 |
|