OBWG
Onyx Bridge Wealth Group’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22,858
| Closed | -$355K | – | 246 |
|
|
2023
Q1 | $355K | Buy |
22,858
+5,814
| +34% | +$90.2K | 0.14% | 113 |
|
|
2022
Q4 | $285K | Sell |
17,044
-43,630
| -72% | -$730K | 0.12% | 126 |
|
|
2022
Q3 | $1.04M | Sell |
60,674
-15,307
| -20% | -$261K | 0.47% | 30 |
|
|
2022
Q2 | $1.15M | Buy |
+75,981
| New | +$1.15M | 0.51% | 26 |
|