Northwest Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,010
| Closed | -$13K | – | 250 |
|
|
2019
Q1 | $13K | Sell |
1,010
-1,319
| -57% | -$17K | 0.01% | 326 |
|
|
2018
Q4 | $27K | Hold |
2,329
| – | – | 0.02% | 254 |
|
|
2018
Q3 | $41K | Hold |
2,329
| – | – | 0.03% | 228 |
|
|
2018
Q2 | $39K | Hold |
2,329
| – | – | 0.03% | 236 |
|
|
2018
Q1 | $34K | Buy |
+2,329
| New | +$34K | 0.03% | 253 |
|