National Wealth Management Group’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,510
| Closed | -$287K | – | 144 |
|
|
2023
Q1 | $287K | Sell |
4,510
-4,712
| -51% | -$300K | 0.33% | 99 |
|
|
2022
Q4 | $579K | Sell |
9,222
-675
| -7% | -$42.4K | 0.69% | 35 |
|
|
2022
Q3 | $563K | Sell |
9,897
-740
| -7% | -$42.1K | 0.73% | 30 |
|
|
2022
Q2 | $653K | Sell |
10,637
-6,907
| -39% | -$424K | 0.82% | 30 |
|
|
2022
Q1 | $1.12M | Buy |
+17,544
| New | +$1.12M | 1.08% | 25 |
|