Worth Asset 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-251
| Closed | -$9.46K | – | 210 |
|
2023
Q2 | $9.46K | Hold |
251
| – | – | 0.01% | 312 |
|
2023
Q1 | $9.37K | Hold |
251
| – | – | 0.01% | 327 |
|
2022
Q4 | $10.3K | Hold |
251
| – | – | 0.01% | 302 |
|
2022
Q3 | $9K | Hold |
251
| – | – | 0.01% | 279 |
|
2022
Q2 | $10K | Buy |
+251
| New | +$10K | 0.01% | 345 |
|