LA
LexAurum Advisors’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q4 | – | Sell |
-31,970
| Closed | -$1.39M | – | 157 |
|
2018
Q3 | $1.39M | Buy |
+31,970
| New | +$1.39M | 0.97% | 31 |
|
2018
Q2 | – | Sell |
-27,285
| Closed | -$1.12M | – | 149 |
|
2018
Q1 | $1.12M | Buy |
27,285
+739
| +3% | +$30.3K | 0.95% | 30 |
|
2017
Q4 | $1.18M | Buy |
+26,546
| New | +$1.18M | 1.1% | 23 |
|