Trueblood Wealth Management’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
8,586
-27
| -0.3% | -$1.71K | 0.23% | 132 |
|
|
2025
Q1 | $563K | Sell |
8,613
-1,463
| -15% | -$95.6K | 0.26% | 124 |
|
|
2024
Q4 | $645K | Hold |
10,076
| – | – | 0.32% | 107 |
|
|
2024
Q3 | $688K | Sell |
10,076
-76
| -0.7% | -$5.19K | 0.35% | 95 |
|
|
2024
Q2 | $654K | Sell |
10,152
-3
| -0% | -$193 | 0.37% | 87 |
|
|
2024
Q1 | $696K | Sell |
10,155
-157
| -2% | -$10.8K | 0.4% | 84 |
|
|
2023
Q4 | $651K | Buy |
+10,312
| New | +$651K | 0.41% | 79 |
|