WWA
WCG Wealth Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-117,312
| Closed | -$1.82M | – | 173 |
|
|
2023
Q1 | $1.82M | Sell |
117,312
-423,530
| -78% | -$6.57M | 0.23% | 84 |
|
|
2022
Q4 | $9.24M | Buy |
540,842
+38,409
| +8% | +$656K | 1.27% | 26 |
|
|
2022
Q3 | $8.38M | Sell |
502,433
-20,465
| -4% | -$341K | 1.11% | 27 |
|
|
2022
Q2 | $7.72M | Buy |
+522,898
| New | +$7.72M | 1.07% | 26 |
|