Total Clarity Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,937
| Closed | -$202K | – | 209 |
|
|
2022
Q4 | $202K | Buy |
+4,937
| New | +$202K | 0.1% | 216 |
|
|
2022
Q3 | – | Sell |
-5,039
| Closed | -$196K | – | 496 |
|
|
2022
Q2 | $196K | Buy |
5,039
+214
| +4% | +$8.32K | 0.1% | 206 |
|
|
2022
Q1 | $222K | Sell |
4,825
-15,957
| -77% | -$734K | 0.12% | 201 |
|
|
2021
Q4 | $962K | Buy |
20,782
+5,309
| +34% | +$246K | 0.44% | 57 |
|
|
2021
Q3 | $685K | Buy |
15,473
+196
| +1% | +$8.68K | 0.33% | 80 |
|
|
2021
Q2 | $667K | Buy |
15,277
+6,882
| +82% | +$300K | 0.37% | 80 |
|
|
2021
Q1 | $349K | Buy |
+8,395
| New | +$349K | 0.2% | 116 |
|
|
2020
Q1 | – | Sell |
-1,248
| Closed | -$42K | – | 273 |
|
|
2019
Q4 | $42K | Buy |
+1,248
| New | +$42K | 0.03% | 290 |
|