LBA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-213
| Closed | -$5K | – | 462 |
|
|
2016
Q2 | $5K | Hold |
213
| – | – | ﹤0.01% | 358 |
|
|
2016
Q1 | $5K | Hold |
213
| – | – | ﹤0.01% | 347 |
|
|
2015
Q4 | $5K | Hold |
213
| – | – | ﹤0.01% | 339 |
|
|
2015
Q3 | $5K | Hold |
213
| – | – | ﹤0.01% | 285 |
|
|
2015
Q2 | $5K | Hold |
213
| – | – | ﹤0.01% | 272 |
|
|
2015
Q1 | $5K | Hold |
213
| – | – | ﹤0.01% | 269 |
|
|
2014
Q4 | $5K | Hold |
213
| – | – | ﹤0.01% | 254 |
|
|
2014
Q3 | $5K | Buy |
+213
| New | +$5K | ﹤0.01% | 332 |
|