Total Clarity Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,460
| Closed | -$66K | – | 495 |
|
|
2022
Q2 | $66K | Buy |
+4,460
| New | +$66K | 0.03% | 372 |
|
|
2022
Q1 | – | Sell |
-2,626
| Closed | -$31K | – | 465 |
|
|
2021
Q4 | $31K | Sell |
2,626
-52,419
| -95% | -$619K | 0.01% | 481 |
|
|
2021
Q3 | $632K | Sell |
55,045
-2,603
| -5% | -$29.9K | 0.3% | 87 |
|
|
2021
Q2 | $658K | Buy |
57,648
+52,983
| +1,136% | +$605K | 0.37% | 83 |
|
|
2021
Q1 | $47K | Buy |
+4,665
| New | +$47K | 0.03% | 345 |
|