Montz Harcus Wealth Management’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
2022 Q2	–	Sell	-4,868	Closed	-$224K	–	53
2022 Q1	$224K	Sell	4,868 -444	-8%	-$20.4K	0.2%	51
2021 Q4	$246K	Buy	+5,312	New	+$246K	0.22%	44