Money Concepts Capital’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-5,521
| Closed | -$226K | – | 1418 |
|
2022
Q4 | $226K | Buy |
+5,521
| New | +$226K | 0.01% | 635 |
|
2022
Q2 | – | Sell |
-5,994
| Closed | -$275K | – | 1887 |
|
2022
Q1 | $275K | Buy |
5,994
+4,984
| +493% | +$229K | 0.02% | 604 |
|
2021
Q4 | $47K | Buy |
+1,010
| New | +$47K | ﹤0.01% | 600 |
|
2021
Q1 | $116K | Buy |
2,779
+112
| +4% | +$4.68K | 0.01% | 506 |
|
2020
Q4 | $91K | Buy |
+2,667
| New | +$91K | 0.01% | 472 |
|