Total Clarity Wealth Management’s First Trust Industrials/Producer Durables AlphaDEX Fund FXR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-95
| Closed | -$5K | – | 497 |
|
|
2022
Q2 | $5K | Buy |
+95
| New | +$5K | ﹤0.01% | 808 |
|
|
2021
Q4 | – | Sell |
-3,684
| Closed | -$211K | – | 1006 |
|
|
2021
Q3 | $211K | Buy |
3,684
+152
| +4% | +$8.71K | 0.1% | 204 |
|
|
2021
Q2 | $208K | Buy |
3,532
+3,169
| +873% | +$187K | 0.12% | 197 |
|
|
2021
Q1 | $21K | Buy |
+363
| New | +$21K | 0.01% | 454 |
|