WealthShield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,328
| Closed | -$101K | – | 247 |
|
|
2019
Q1 | $101K | Buy |
+3,328
| New | +$101K | 0.06% | 174 |
|
|
2018
Q3 | – | Sell |
-165
| Closed | -$5K | – | 262 |
|
|
2018
Q2 | $5K | Sell |
165
-160
| -49% | -$4.85K | ﹤0.01% | 217 |
|
|
2018
Q1 | $10K | Sell |
325
-12,045
| -97% | -$371K | 0.01% | 193 |
|
|
2017
Q4 | $386K | Buy |
+12,370
| New | +$386K | 0.24% | 79 |
|