SPWG
Sage Private Wealth Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$7K | – | 96 |
|
|
2022
Q3 | $7K | Buy |
200
+1
| +0.5% | +$35 | 0.01% | 159 |
|
|
2022
Q2 | $8K | Buy |
199
+1
| +0.5% | +$40 | 0.01% | 147 |
|
|
2022
Q1 | $9K | Buy |
198
+1
| +0.5% | +$45 | 0.01% | 149 |
|
|
2021
Q4 | $9K | Buy |
197
+1
| +0.5% | +$46 | 0.01% | 144 |
|
|
2021
Q3 | $9K | Buy |
196
+1
| +0.5% | +$46 | 0.01% | 146 |
|
|
2021
Q2 | $9K | Hold |
195
| – | – | 0.01% | 140 |
|
|
2021
Q1 | $8K | Buy |
195
+1
| +0.5% | +$41 | 0.01% | 145 |
|
|
2020
Q4 | $7K | Buy |
+194
| New | +$7K | 0.02% | 136 |
|