True Link Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-16,225
| Closed | -$932K | – | 79 |
|
|
2023
Q3 | $932K | Hold |
16,225
| – | – | 0.11% | 54 |
|
|
2023
Q2 | $975K | Hold |
16,225
| – | – | 0.12% | 53 |
|
|
2023
Q1 | $901K | Hold |
16,225
| – | – | 0.11% | 60 |
|
|
2022
Q4 | $836K | Hold |
16,225
| – | – | 0.11% | 58 |
|
|
2022
Q3 | $746K | Hold |
16,225
| – | – | 0.11% | 67 |
|
|
2022
Q2 | $781K | Hold |
16,225
| – | – | 0.12% | 68 |
|
|
2022
Q1 | $917K | Buy |
16,225
+15,989
| +6,775% | +$904K | 0.13% | 66 |
|
|
2021
Q4 | $15K | Buy |
+236
| New | +$15K | ﹤0.01% | 601 |
|