SeaCrest Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,602
| Closed | -$84K | – | 950 |
|
|
2022
Q2 | $84K | Buy |
+2,602
| New | +$84K | 0.01% | 923 |
|
|
2019
Q2 | – | Sell |
-2,602
| Closed | -$74K | – | 1006 |
|
|
2019
Q1 | $74K | Hold |
2,602
| – | – | 0.01% | 803 |
|
|
2018
Q4 | $70K | Hold |
2,602
| – | – | 0.01% | 788 |
|
|
2018
Q3 | $72K | Hold |
2,602
| – | – | 0.01% | 870 |
|
|
2018
Q2 | $68K | Hold |
2,602
| – | – | 0.01% | 859 |
|
|
2018
Q1 | $66K | Sell |
2,602
-1,477
| -36% | -$37.5K | 0.01% | 843 |
|
|
2017
Q4 | $106K | Buy |
+4,079
| New | +$106K | 0.02% | 695 |
|