OBWG
Onyx Bridge Wealth Group’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,972
| Closed | -$276K | – | 248 |
|
|
2023
Q1 | $276K | Buy |
4,972
+1,117
| +29% | +$62K | 0.11% | 135 |
|
|
2022
Q4 | $205K | Sell |
3,855
-23,101
| -86% | -$1.23M | 0.08% | 162 |
|
|
2022
Q3 | $1.27M | Buy |
26,956
+11,202
| +71% | +$529K | 0.58% | 24 |
|
|
2022
Q2 | $806K | Buy |
+15,754
| New | +$806K | 0.36% | 38 |
|