OWA
Outlook Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,521
| Closed | -$360K | – | 257 |
|
|
2023
Q3 | $360K | Buy |
9,521
+198
| +2% | +$7.49K | 0.14% | 148 |
|
|
2023
Q2 | $351K | Sell |
9,323
-2,431
| -21% | -$91.6K | 0.13% | 150 |
|
|
2023
Q1 | $439K | Buy |
11,754
+3,469
| +42% | +$130K | 0.2% | 126 |
|
|
2022
Q4 | $339K | Buy |
8,285
+882
| +12% | +$36.1K | 0.16% | 124 |
|
|
2022
Q3 | $273K | Sell |
7,403
-17,239
| -70% | -$636K | 0.12% | 150 |
|
|
2022
Q2 | $957K | Buy |
24,642
+710
| +3% | +$27.6K | 0.39% | 60 |
|
|
2022
Q1 | $1.1M | Buy |
23,932
+32
| +0.1% | +$1.47K | 0.37% | 64 |
|
|
2021
Q4 | $1.11M | Buy |
+23,900
| New | +$1.11M | 0.32% | 66 |
|