Schrum Private Wealth Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Hold |
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|
2025
Q1 | $977K | Hold |
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|
2024
Q4 | $958K | Sell |
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|
2024
Q3 | $1.89M | Buy |
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|
2024
Q2 | $963K | Hold |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $873K | Sell |
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|
2023
Q3 | $902K | Hold |
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|
2023
Q2 | $936K | Hold |
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|
2023
Q1 | $928K | Hold |
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|
2022
Q4 | $938K | Hold |
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|
2022
Q3 | $850K | Hold |
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|
2022
Q2 | $917K | Hold |
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|
2022
Q1 | $971K | Hold |
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|
2021
Q4 | $927K | Buy |
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