Sound Income Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-300
| Closed | -$12.5K | – | 930 |
|
|
2021
Q1 | $12.5K | Buy |
+300
| New | +$12.5K | ﹤0.01% | 439 |
|
|
2020
Q1 | – | Sell |
-255
| Closed | -$9K | – | 796 |
|
|
2019
Q4 | $9K | Buy |
255
+100
| +65% | +$3.53K | ﹤0.01% | 348 |
|
|
2019
Q3 | $5K | Hold |
155
| – | – | ﹤0.01% | 420 |
|
|
2019
Q2 | $5K | Hold |
155
| – | – | ﹤0.01% | 436 |
|
|
2019
Q1 | $5K | Hold |
155
| – | – | ﹤0.01% | 435 |
|
|
2018
Q4 | $4K | Sell |
155
-955
| -86% | -$24.6K | ﹤0.01% | 459 |
|
|
2018
Q3 | $35K | Buy |
+1,110
| New | +$35K | 0.02% | 172 |
|