National Wealth Management Group’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 |
-4,987
| Closed | -$204K | – | 145 |
|
|
2022
Q4 | $204K | Buy |
+4,987
| New | +$204K | 0.24% | 127 |
|
|
2022
Q3 | – | Sell |
-5,579
| Closed | -$217K | – | 139 |
|
|
2022
Q2 | $217K | Sell |
5,579
-9,531
| -63% | -$370K | 0.27% | 99 |
|
|
2022
Q1 | $694K | Sell |
15,110
-4,672
| -24% | -$214K | 0.67% | 47 |
|
|
2021
Q4 | $916K | Buy |
+19,782
| New | +$916K | 0.86% | 33 |
|