Smart Portfolios LLC’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-81,782
| Closed | -$2.43M | – | 24 |
|
|
2017
Q3 | $2.43M | Buy |
81,782
+7,059
| +9% | +$209K | 2.33% | 14 |
|
|
2017
Q2 | $2.14M | Sell |
74,723
-105,510
| -59% | -$3.02M | 2.3% | 14 |
|
|
2017
Q1 | $4.99M | Sell |
180,233
-20,480
| -10% | -$567K | 4.74% | 10 |
|
|
2016
Q4 | $5.43M | Sell |
200,713
-5,422
| -3% | -$147K | 4.72% | 7 |
|
|
2016
Q3 | $5.01M | Buy |
+206,135
| New | +$5.01M | 5.71% | 8 |
|