WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-59
| Closed | -$2.22K | – | 607 |
|
|
2023
Q2 | $2.22K | Hold |
59
| – | – | ﹤0.01% | 1064 |
|
|
2023
Q1 | $2.2K | Buy |
+59
| New | +$2.2K | ﹤0.01% | 1117 |
|
|
2017
Q2 | – | Sell |
-3,110
| Closed | -$84.9K | – | 267 |
|
|
2017
Q1 | $84.9K | Buy |
+3,110
| New | +$84.9K | 0.29% | 64 |
|
|
2016
Q3 | $75.3K | Sell |
3,110
-6,095
| -66% | -$148K | 0.02% | 270 |
|
|
2016
Q2 | $72K | Buy |
+9,205
| New | +$72K | 0.01% | 749 |
|
|
2015
Q4 | $19.2K | Buy |
+2,475
| New | +$19.2K | ﹤0.01% | 938 |
|
|
2015
Q2 | $35K | Sell |
1,473
-2,029
| -58% | -$48.2K | 0.02% | 212 |
|
|
2015
Q1 | $84K | Buy |
+3,502
| New | +$84K | 0.04% | 189 |
|