PCG Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,094
| Closed | -$209K | – | 115 |
|
|
2022
Q4 | $209K | Sell |
5,094
-39,590
| -89% | -$1.62M | 0.13% | 100 |
|
|
2022
Q3 | $1.65M | Buy |
44,684
+22,040
| +97% | +$812K | 0.59% | 43 |
|
|
2022
Q2 | $880K | Sell |
22,644
-149
| -0.7% | -$5.79K | 0.63% | 37 |
|
|
2022
Q1 | $1.05M | Sell |
22,793
-4,250
| -16% | -$195K | 0.66% | 35 |
|
|
2021
Q4 | $1.25M | Buy |
+27,043
| New | +$1.25M | 0.87% | 27 |
|