MWM
MinichMacGregor Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
12,713
+407
| +3% | +$22.8K | 0.15% | 60 |
|
|
2025
Q1 | $652K | Sell |
12,306
-604
| -5% | -$32K | 0.15% | 59 |
|
|
2024
Q4 | $699K | Buy |
+12,910
| New | +$699K | 0.15% | 59 |
|
|
2023
Q1 | – | Sell |
-76
| Closed | -$3.11K | – | 294 |
|
|
2022
Q4 | $3.11K | Buy |
+76
| New | +$3.11K | ﹤0.01% | 529 |
|
|
2020
Q1 | – | Sell |
-55,924
| Closed | -$1.87M | – | 88 |
|
|
2019
Q4 | $1.87M | Buy |
55,924
+4,363
| +8% | +$146K | 1.04% | 27 |
|
|
2019
Q3 | $1.64M | Buy |
+51,561
| New | +$1.64M | 1.11% | 25 |
|