Sowell Financial Services’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4
| Closed | – | – | 1351 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 3173 |
|
|
2020
Q4 | $0 | Sell |
4
-1,850
| -100% | – | ﹤0.01% | 2751 |
|
|
2020
Q3 | $49K | Hold |
1,854
| – | – | ﹤0.01% | 1210 |
|
|
2020
Q2 | $48K | Hold |
1,854
| – | – | ﹤0.01% | 1167 |
|
|
2020
Q1 | $46K | Sell |
1,854
-1,771
| -49% | -$43.9K | ﹤0.01% | 1087 |
|
|
2019
Q4 | $106K | Sell |
3,625
-3,625
| -50% | -$106K | 0.01% | 901 |
|
|
2019
Q3 | $215K | Buy |
+7,250
| New | +$215K | 0.02% | 616 |
|