Cary Street Partners Investment Advisory’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-500
| Closed | -$48.6K | – | 1058 |
|
|
2023
Q3 | $48.6K | Hold |
500
| – | – | ﹤0.01% | 876 |
|
|
2023
Q2 | $54.2K | Hold |
500
| – | – | ﹤0.01% | 798 |
|
|
2023
Q1 | $53.8K | Hold |
500
| – | – | ﹤0.01% | 729 |
|
|
2022
Q4 | $54.4K | Buy |
+500
| New | +$54.4K | ﹤0.01% | 721 |
|
|
2020
Q4 | – | Sell |
-500
| Closed | -$47K | – | 540 |
|
|
2020
Q3 | $47K | Buy |
+500
| New | +$47K | 0.01% | 503 |
|