SWM
Strategic Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-81,782
| Closed | -$2.43M | – | 20 |
|
|
2017
Q3 | $2.43M | Buy |
81,782
+8,385
| +11% | +$249K | 3.37% | 12 |
|
|
2017
Q2 | $2.1M | Sell |
73,397
-103,574
| -59% | -$2.96M | 3.55% | 11 |
|
|
2017
Q1 | $4.9M | Sell |
176,971
-17,773
| -9% | -$492K | 6.66% | 7 |
|
|
2016
Q4 | $5.26M | Buy |
+194,744
| New | +$5.26M | 5.4% | 5 |
|