Wealthcare Advisory Partners’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-42,448
| Closed | -$725K | – | 711 |
|
|
2022
Q4 | $725K | Buy |
42,448
+13,591
| +47% | +$232K | 0.03% | 333 |
|
|
2022
Q3 | $450K | Buy |
+28,857
| New | +$450K | 0.03% | 389 |
|
|
2020
Q2 | – | Sell |
-1,461
| Closed | -$6K | – | 723 |
|
|
2020
Q1 | $6K | Buy |
+1,461
| New | +$6K | ﹤0.01% | 1050 |
|
|
2018
Q3 | – | Sell |
-311
| Closed | -$5K | – | 1256 |
|
|
2018
Q2 | $5K | Buy |
+311
| New | +$5K | ﹤0.01% | 979 |
|