OWA
Outlook Wealth Advisors’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,062
| Closed | -$245K | – | 256 |
|
|
2023
Q3 | $245K | Buy |
4,062
+120
| +3% | +$7.24K | 0.09% | 177 |
|
|
2023
Q2 | $247K | Buy |
3,942
+428
| +12% | +$26.8K | 0.09% | 175 |
|
|
2023
Q1 | $218K | Sell |
3,514
-15
| -0.4% | -$931 | 0.1% | 171 |
|
|
2022
Q4 | $222K | Sell |
3,529
-5
| -0.1% | -$314 | 0.11% | 162 |
|
|
2022
Q3 | $201K | Buy |
+3,534
| New | +$201K | 0.09% | 176 |
|