Milestone Advisory Partners’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,577
| Closed | -$387K | – | 45 |
|
|
2019
Q4 | $387K | Hold |
8,577
| – | – | 0.2% | 39 |
|
|
2019
Q3 | $359K | Hold |
8,577
| – | – | 0.2% | 40 |
|
|
2019
Q2 | $364K | Hold |
8,577
| – | – | 0.22% | 38 |
|
|
2019
Q1 | $342K | Hold |
8,577
| – | – | 0.22% | 38 |
|
|
2018
Q4 | $290K | Hold |
8,577
| – | – | 0.25% | 34 |
|
|
2018
Q3 | $363K | Hold |
8,577
| – | – | 0.26% | 35 |
|
|
2018
Q2 | $335K | Hold |
8,577
| – | – | 0.25% | 35 |
|
|
2018
Q1 | $340K | Hold |
8,577
| – | – | 0.25% | 34 |
|
|
2017
Q4 | $348K | Buy |
+8,577
| New | +$348K | 0.26% | 35 |
|