WealthShield Partners’s First Trust Consumer Staples AlphaDEX Fund FXG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-320
| Closed | -$14K | – | 273 |
|
|
2018
Q4 | $14K | Hold |
320
| – | – | 0.01% | 194 |
|
|
2018
Q3 | $15K | Hold |
320
| – | – | 0.01% | 200 |
|
|
2018
Q2 | $15K | Hold |
320
| – | – | 0.01% | 195 |
|
|
2018
Q1 | $15K | Sell |
320
-860
| -73% | -$40.3K | 0.01% | 188 |
|
|
2017
Q4 | $57K | Buy |
+1,180
| New | +$57K | 0.03% | 151 |
|