BRWM
B. Riley Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $819K | Sell |
14,695
-13,187
| -47% | -$735K | 1.22% | 19 |
|
|
2015
Q4 | $1.69M | Sell |
27,882
-4,904
| -15% | -$296K | 2.15% | 8 |
|
|
2015
Q3 | $1.91M | Buy |
32,786
+394
| +1% | +$22.9K | 2.71% | 4 |
|
|
2015
Q2 | $2.23M | Buy |
32,392
+5,405
| +20% | +$372K | 1.77% | 4 |
|
|
2015
Q1 | $1.81M | Buy |
26,987
+2,382
| +10% | +$160K | 1.36% | 4 |
|
|
2014
Q4 | $1.48M | Sell |
24,605
-18,801
| -43% | -$1.13M | 1.21% | 9 |
|
|
2014
Q3 | $2.42M | Sell |
43,406
-1,405
| -3% | -$78.4K | 1.8% | 1 |
|
|
2014
Q2 | $2.39M | Buy |
44,811
+1,755
| +4% | +$93.5K | 1.55% | 1 |
|
|
2014
Q1 | $2.19M | Buy |
+43,056
| New | +$2.19M | 1.62% | 6 |
|