Sowell Financial Services’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,246
| Closed | -$75K | – | 1350 |
|
2021
Q1 | $75K | Buy |
1,246
+906
| +266% | +$54.5K | ﹤0.01% | 1497 |
|
2020
Q4 | $17K | Buy |
340
+52
| +18% | +$2.6K | ﹤0.01% | 1799 |
|
2020
Q3 | $12K | Hold |
288
| – | – | ﹤0.01% | 1748 |
|
2020
Q2 | $11K | Hold |
288
| – | – | ﹤0.01% | 1655 |
|
2020
Q1 | $9K | Hold |
288
| – | – | ﹤0.01% | 1629 |
|
2019
Q4 | $13K | Hold |
288
| – | – | ﹤0.01% | 1594 |
|
2019
Q3 | $12K | Buy |
+288
| New | +$12K | ﹤0.01% | 1468 |
|