StrategIQ Financial Group’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $479K | Sell |
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|
2023
Q3 | $451K | Hold |
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|
2023
Q2 | $502K | Sell |
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|
2023
Q1 | $538K | Sell |
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|
2022
Q4 | $620K | Sell |
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|
2022
Q3 | $578K | Sell |
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|
2022
Q2 | $626K | Sell |
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|
2022
Q1 | $677K | Sell |
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|
2021
Q4 | $795K | Buy |
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|
2021
Q3 | $714K | Sell |
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|
2021
Q2 | $733K | Sell |
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|
2021
Q1 | $731K | Sell |
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|
2020
Q4 | $748K | Buy |
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|
2020
Q3 | $648K | Sell |
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|
2020
Q2 | $634K | Buy |
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