Patriot Financial Group Insurance Agency’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,686
| Closed | -$51K | – | 704 |
|
|
2018
Q1 | $51K | Sell |
1,686
-130
| -7% | -$3.93K | 0.04% | 307 |
|
|
2017
Q4 | $59K | Sell |
1,816
-63
| -3% | -$2.05K | 0.04% | 270 |
|
|
2017
Q3 | $56K | Hold |
1,879
| – | – | 0.05% | 235 |
|
|
2017
Q2 | $54K | Buy |
1,879
+1,876
| +62,533% | +$53.9K | 0.06% | 227 |
|
|
2017
Q1 | $84K | Buy |
+3
| New | +$84K | 0.09% | 166 |
|