SPWG
Sage Private Wealth Group’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-263
| Closed | -$12K | – | 97 |
|
|
2022
Q3 | $12K | Buy |
263
+1
| +0.4% | +$46 | 0.02% | 141 |
|
|
2022
Q2 | $13K | Buy |
262
+1
| +0.4% | +$50 | 0.02% | 132 |
|
|
2022
Q1 | $15K | Hold |
261
| – | – | 0.01% | 132 |
|
|
2021
Q4 | $16K | Hold |
261
| – | – | 0.02% | 127 |
|
|
2021
Q3 | $15K | Hold |
261
| – | – | 0.02% | 128 |
|
|
2021
Q2 | $15K | Buy |
261
+1
| +0.4% | +$57 | 0.02% | 124 |
|
|
2021
Q1 | $15K | Hold |
260
| – | – | 0.03% | 126 |
|
|
2020
Q4 | $13K | Buy |
+260
| New | +$13K | 0.04% | 121 |
|