TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $24K | Hold |
922
| – | – | 0.01% | 357 |
|
|
2020
Q1 | $19K | Hold |
922
| – | – | 0.01% | 366 |
|
|
2019
Q4 | $31K | Hold |
922
| – | – | 0.01% | 322 |
|
|
2019
Q3 | $29K | Hold |
922
| – | – | 0.01% | 325 |
|
|
2019
Q2 | $29K | Hold |
922
| – | – | 0.01% | 326 |
|
|
2019
Q1 | $28K | Hold |
922
| – | – | 0.01% | 327 |
|
|
2018
Q4 | $25K | Hold |
922
| – | – | 0.01% | 330 |
|
|
2018
Q3 | $29K | Hold |
922
| – | – | 0.01% | 341 |
|
|
2018
Q2 | $29K | Hold |
922
| – | – | 0.01% | 333 |
|
|
2018
Q1 | $29K | Hold |
922
| – | – | 0.01% | 313 |
|
|
2017
Q4 | $29K | Buy |
+922
| New | +$29K | 0.01% | 359 |
|