Stonebridge Financial Planning Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $222K | Hold |
|
|||||
|
2024
Q3 | $210K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $207K | Hold |
|
|||||
|
2022
Q4 | $227K | Hold |
|
|||||
|
2022
Q3 | $204K | Hold |
|
|||||
|
2022
Q2 | $216K | Buy |
|
|||||
|
2022
Q1 | $248K | Sell |
|
|||||
|
2021
Q4 | $264K | Buy |
|
|||||
|
2021
Q3 | $267K | Hold |
|
|||||
|
2021
Q2 | $242K | Buy |
|
|||||
|
2021
Q1 | $223K | Hold |
|
|||||
|
2020
Q4 | $178K | Hold |
|
|||||
|
2020
Q3 | $144K | Sell |
|
|||||
|
2020
Q2 | $250K | Sell |
|
|||||
|
2020
Q1 | $264K | Hold |
|
|||||
|
2019
Q4 | $386K | Buy |
|