BPWA
Beacon Pointe Wealth Advisors’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $686K | Buy |
8,158
+255
| +3% | +$21.4K | 0.13% | 131 |
|
2019
Q3 | $585K | Sell |
7,903
-93
| -1% | -$6.88K | 0.12% | 141 |
|
2019
Q2 | $619K | Sell |
7,996
-1,480
| -16% | -$115K | 0.13% | 140 |
|
2019
Q1 | $724K | Sell |
9,476
-300
| -3% | -$22.9K | 0.17% | 118 |
|
2018
Q4 | $675K | Buy |
+9,776
| New | +$675K | 0.24% | 103 |
|