Sowell Financial Services’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 |
-1,618
| Closed | -$74K | – | 1349 |
|
|
2021
Q1 | $74K | Buy |
1,618
+1,005
| +164% | +$46K | ﹤0.01% | 1501 |
|
|
2020
Q4 | $21K | Hold |
613
| – | – | ﹤0.01% | 1719 |
|
|
2020
Q3 | $16K | Hold |
613
| – | – | ﹤0.01% | 1650 |
|
|
2020
Q2 | $16K | Hold |
613
| – | – | ﹤0.01% | 1533 |
|
|
2020
Q1 | $13K | Sell |
613
-14,465
| -96% | -$307K | ﹤0.01% | 1524 |
|
|
2019
Q4 | $505K | Sell |
15,078
-507
| -3% | -$17K | 0.04% | 448 |
|
|
2019
Q3 | $496K | Buy |
+15,585
| New | +$496K | 0.04% | 416 |
|
|
2019
Q1 | $813K | Buy |
26,865
+12,975
| +93% | +$393K | 0.09% | 234 |
|
|
2018
Q4 | $375K | Buy |
+13,890
| New | +$375K | 0.05% | 334 |
|