WealthBridge Capital Management’s First Trust Consumer Discretionary AlphaDEX Fund FXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,383
| Closed | -$214K | – | 205 |
|
|
2024
Q3 | $214K | Buy |
+3,383
| New | +$214K | 0.06% | 203 |
|
|
2023
Q3 | – | Sell |
-4,092
| Closed | -$226K | – | 182 |
|
|
2023
Q2 | $226K | Buy |
+4,092
| New | +$226K | 0.09% | 164 |
|
|
2019
Q2 | – | Sell |
-1,827
| Closed | -$81K | – | 380 |
|
|
2019
Q1 | $81K | Hold |
1,827
| – | – | 0.05% | 216 |
|
|
2018
Q4 | $67K | Buy |
+1,827
| New | +$67K | 0.05% | 208 |
|