LifePlan Financial Group’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $38K | Hold |
|
|||||
|
2020
Q2 | $37K | Sell |
|
|||||
|
2020
Q1 | $129K | Sell |
|
|||||
|
2019
Q4 | $361K | Hold |
|
|||||
|
2019
Q3 | $367K | Hold |
|
|||||
|
2019
Q2 | $355K | Hold |
|
|||||
|
2019
Q1 | $350K | Hold |
|
|||||
|
2018
Q4 | $331K | Sell |
|
|||||
|
2018
Q3 | $370K | Hold |
|
|||||
|
2018
Q2 | $351K | Sell |
|
|||||
|
2018
Q1 | $345K | Sell |
|
|||||
|
2017
Q4 | $437K | Hold |
|
|||||
|
2017
Q3 | $437K | Sell |
|
|||||
|
2017
Q2 | $484K | Sell |
|
|||||
|
2017
Q1 | $632K | Sell |
|
|||||
|
2016
Q4 | $1.93M | Sell |
|
|||||
|
2016
Q3 | $3.21M | Sell |
|
|||||
|
2016
Q2 | $3.66M | Sell |
|
|||||
|
2016
Q1 | $3.87M | Buy |
|