Valeo Financial Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-177
| Closed | -$5K | – | 938 |
|
|
2021
Q1 | $5K | Hold |
177
| – | – | ﹤0.01% | 1467 |
|
|
2020
Q4 | $5K | Hold |
177
| – | – | ﹤0.01% | 1333 |
|
|
2020
Q3 | $5K | Hold |
177
| – | – | ﹤0.01% | 1205 |
|
|
2020
Q2 | $5K | Hold |
177
| – | – | ﹤0.01% | 1440 |
|
|
2020
Q1 | $5K | Hold |
177
| – | – | ﹤0.01% | 1246 |
|
|
2019
Q4 | $5K | Hold |
177
| – | – | ﹤0.01% | 1260 |
|
|
2019
Q3 | $5K | Hold |
177
| – | – | ﹤0.01% | 1179 |
|
|
2019
Q2 | $5K | Hold |
177
| – | – | ﹤0.01% | 1200 |
|
|
2019
Q1 | $5K | Hold |
177
| – | – | ﹤0.01% | 1153 |
|
|
2018
Q4 | $5K | Hold |
177
| – | – | ﹤0.01% | 1069 |
|
|
2018
Q3 | $5K | Hold |
177
| – | – | ﹤0.01% | 1179 |
|
|
2018
Q2 | $5K | Hold |
177
| – | – | ﹤0.01% | 1123 |
|
|
2018
Q1 | $4K | Buy |
+177
| New | +$4K | ﹤0.01% | 1186 |
|