Nachman Norwood & Parrott’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,132
| Closed | -$79K | – | 547 |
|
|
2020
Q3 | $79K | Buy |
+3,132
| New | +$79K | 0.01% | 364 |
|
|
2020
Q1 | – | Sell |
-8,351
| Closed | -$280K | – | 231 |
|
|
2019
Q4 | $280K | Buy |
8,351
+7
| +0.1% | +$235 | 0.05% | 214 |
|
|
2019
Q3 | $265K | Buy |
8,344
+4
| +0% | +$127 | 0.05% | 212 |
|
|
2019
Q2 | $264K | Sell |
8,340
-338
| -4% | -$10.7K | 0.05% | 213 |
|
|
2019
Q1 | $263K | Buy |
8,678
+490
| +6% | +$14.9K | 0.05% | 204 |
|
|
2018
Q4 | $221K | Buy |
+8,188
| New | +$221K | 0.05% | 207 |
|