SWM
Sequoia Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,896
| Closed | -$252K | – | 28 |
|
|
2019
Q3 | $252K | Buy |
+7,896
| New | +$252K | 0.51% | 47 |
|
|
2019
Q2 | – | Sell |
-17,660
| Closed | -$536K | – | 62 |
|
|
2019
Q1 | $536K | Sell |
17,660
-8,084
| -31% | -$245K | 0.43% | 40 |
|
|
2018
Q4 | $695K | Sell |
25,744
-3,478
| -12% | -$93.9K | 0.69% | 27 |
|
|
2018
Q3 | $934K | Buy |
29,222
+4,927
| +20% | +$157K | 0.8% | 29 |
|
|
2018
Q2 | $765K | Sell |
24,295
-1,294
| -5% | -$40.7K | 0.81% | 27 |
|
|
2018
Q1 | $794K | Buy |
25,589
+16,988
| +198% | +$527K | 0.77% | 27 |
|
|
2017
Q4 | $272K | Buy |
+8,601
| New | +$272K | 0.25% | 45 |
|