MinichMacGregor Wealth Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $985K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $25K | Hold |
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|
2018
Q2 | $25K | Hold |
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|
2018
Q1 | $26K | Sell |
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|
2017
Q4 | $31K | Hold |
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|
2017
Q3 | $29K | Hold |
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|
2017
Q2 | $29K | Hold |
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|
2017
Q1 | $29K | Sell |
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|
2016
Q4 | $48K | Buy |
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|
2016
Q3 | $1.09M | Buy |
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|
2016
Q2 | $1.09M | Buy |
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|
2016
Q1 | $1.01M | Buy |
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|
2015
Q4 | $770K | Buy |
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