LI
LVZ Inc’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-18,969
| Closed | -$578K | – | 76 |
|
|
2018
Q3 | $578K | Buy |
18,969
+811
| +4% | +$24.7K | 0.14% | 38 |
|
|
2018
Q2 | $569K | Buy |
18,158
+2,287
| +14% | +$71.7K | 0.14% | 43 |
|
|
2018
Q1 | $493K | Buy |
+15,871
| New | +$493K | 0.13% | 37 |
|
|
2014
Q2 | – | Sell |
-171,787
| Closed | -$3.75M | – | 27 |
|
|
2014
Q1 | $3.75M | Buy |
171,787
+8,234
| +5% | +$180K | 3% | 12 |
|
|
2013
Q4 | $3.56M | Buy |
+163,553
| New | +$3.56M | 2.92% | 12 |
|