WealthSource Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $640K | Sell |
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|
2023
Q1 | $833K | Sell |
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|
2022
Q4 | $915K | Buy |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $573K | Buy |
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|
2022
Q1 | $613K | Buy |
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|
2021
Q4 | $583K | Buy |
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|
2021
Q3 | $437K | Sell |
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|
2021
Q2 | $449K | Sell |
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|
2021
Q1 | $513K | Sell |
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|
2020
Q4 | $567K | Sell |
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|
2020
Q3 | $422K | Buy |
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|
2020
Q2 | $422K | Buy |
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|
2020
Q1 | $301K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.57M | Buy |
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|
2017
Q4 | $239K | Sell |
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|
2017
Q3 | $356K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $331K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $203K | Buy |
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