Simplicity Solutions’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-26,712
| Closed | -$212K | – | 671 |
|
|
2020
Q4 | $212K | Buy |
+26,712
| New | +$212K | ﹤0.01% | 890 |
|
|
2015
Q4 | – | Sell |
-16,117
| Closed | -$232K | – | 611 |
|
|
2015
Q3 | $232K | Buy |
16,117
+3,843
| +31% | +$55.3K | 0.25% | 109 |
|
|
2015
Q2 | $245K | Buy |
+12,274
| New | +$245K | 0.23% | 111 |
|