Westside Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8K | Hold |
300
| – | – | ﹤0.01% | 744 |
|
|
2025
Q1 | $15.9K | Hold |
300
| – | – | ﹤0.01% | 608 |
|
|
2024
Q4 | $16.2K | Hold |
300
| – | – | ﹤0.01% | 603 |
|
|
2024
Q3 | $15.3K | Hold |
300
| – | – | ﹤0.01% | 620 |
|
|
2024
Q2 | $13.9K | Hold |
300
| – | – | ﹤0.01% | 606 |
|
|
2024
Q1 | $14.3K | Sell |
300
-64
| -18% | -$3.04K | ﹤0.01% | 571 |
|
|
2023
Q4 | $15.8K | Hold |
364
| – | – | ﹤0.01% | 529 |
|
|
2023
Q3 | $13.8K | Hold |
364
| – | – | ﹤0.01% | 535 |
|
|
2023
Q2 | $13.7K | Hold |
364
| – | – | ﹤0.01% | 537 |
|
|
2023
Q1 | $13.6K | Hold |
364
| – | – | ﹤0.01% | 534 |
|
|
2022
Q4 | $14 | Hold |
364
| – | – | ﹤0.01% | 565 |
|
|
2022
Q3 | $13 | Hold |
364
| – | – | ﹤0.01% | 558 |
|
|
2022
Q2 | $14 | Hold |
364
| – | – | ﹤0.01% | 548 |
|
|
2022
Q1 | $16 | Hold |
364
| – | – | ﹤0.01% | 549 |
|
|
2021
Q4 | $16 | Hold |
364
| – | – | ﹤0.01% | 533 |
|
|
2021
Q3 | $16 | Hold |
364
| – | – | ﹤0.01% | 515 |
|
|
2021
Q2 | $15 | Hold |
364
| – | – | ﹤0.01% | 521 |
|
|
2021
Q1 | $15 | Hold |
364
| – | – | ﹤0.01% | 499 |
|
|
2020
Q4 | $12 | Hold |
364
| – | – | ﹤0.01% | 484 |
|
|
2020
Q3 | $9 | Sell |
364
-364
| -50% | -$9 | ﹤0.01% | 504 |
|
|
2020
Q2 | $18 | Hold |
728
| – | – | ﹤0.01% | 415 |
|
|
2020
Q1 | $15 | Buy |
+728
| New | +$15 | ﹤0.01% | 421 |
|
|
2019
Q2 | $23 | Buy |
+728
| New | +$23 | ﹤0.01% | 381 |
|
|
2018
Q4 | $19.7K | Hold |
728
| – | – | 0.01% | 380 |
|
|
2018
Q3 | $23.2K | Hold |
728
| – | – | 0.01% | 335 |
|
|
2018
Q2 | $22.9K | Hold |
728
| – | – | 0.01% | 389 |
|
|
2018
Q1 | $22.1K | Hold |
728
| – | – | 0.01% | 369 |
|
|
2017
Q4 | $23.1K | Hold |
728
| – | – | 0.01% | 382 |
|
|
2017
Q3 | $21.8K | Hold |
728
| – | – | 0.01% | 374 |
|
|
2017
Q2 | $20.9K | Hold |
728
| – | – | 0.01% | 375 |
|
|
2017
Q1 | $19.9K | Buy |
+728
| New | +$19.9K | 0.01% | 355 |
|