Marks Wealth’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,755
| Closed | -$295K | – | 35 |
|
|
2021
Q4 | $295K | Buy |
4,755
+16
| +0.3% | +$993 | 0.09% | 29 |
|
|
2021
Q3 | $280K | Sell |
4,739
-176
| -4% | -$10.4K | 0.09% | 30 |
|
|
2021
Q2 | $298K | Buy |
4,915
+94
| +2% | +$5.7K | 0.1% | 31 |
|
|
2021
Q1 | $281K | Sell |
4,821
-732
| -13% | -$42.7K | 0.09% | 34 |
|
|
2020
Q4 | $283K | Buy |
+5,553
| New | +$283K | 0.1% | 31 |
|