OBWG
Onyx Bridge Wealth Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-29,522
| Closed | -$1.51M | – | 294 |
|
|
2024
Q3 | $1.51M | Buy |
+29,522
| New | +$1.51M | 0.23% | 80 |
|
|
2023
Q2 | – | Sell |
-5,951
| Closed | -$222K | – | 247 |
|
|
2023
Q1 | $222K | Buy |
5,951
+616
| +12% | +$23K | 0.09% | 157 |
|
|
2022
Q4 | $227K | Sell |
5,335
-18,041
| -77% | -$767K | 0.09% | 154 |
|
|
2022
Q3 | $878K | Buy |
23,376
+12,716
| +119% | +$478K | 0.4% | 37 |
|
|
2022
Q2 | $431K | Buy |
+10,660
| New | +$431K | 0.19% | 77 |
|