Monument Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Buy |
95,578
+381
| +0.4% | +$21.4K | 1.4% | 11 |
|
|
2025
Q1 | $5.05M | Sell |
95,197
-2,960
| -3% | -$157K | 1.55% | 12 |
|
|
2024
Q4 | $5.31M | Sell |
98,157
-2,820
| -3% | -$153K | 1.47% | 12 |
|
|
2024
Q3 | $5.16M | Sell |
100,977
-4,570
| -4% | -$234K | 1.43% | 13 |
|
|
2024
Q2 | $4.89M | Buy |
105,547
+24,181
| +30% | +$1.12M | 1.44% | 13 |
|
|
2024
Q1 | $3.87M | Buy |
81,366
+66,825
| +460% | +$3.18M | 1.11% | 23 |
|
|
2023
Q4 | $629K | Buy |
+14,541
| New | +$629K | 0.2% | 101 |
|