Cavalier Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-4,509
| Closed | -$304K | – | 148 |
|
|
2017
Q3 | $304K | Buy |
4,509
+1,107
| +33% | +$74.6K | 0.15% | 116 |
|
|
2017
Q2 | $212K | Hold |
3,402
| – | – | 0.12% | 138 |
|
|
2017
Q1 | $212K | Buy |
+3,402
| New | +$212K | 0.12% | 141 |
|
|
2016
Q1 | – | Sell |
-325,803
| Closed | -$19.7M | – | 112 |
|
|
2015
Q4 | $19.7M | Buy |
325,803
+3,909
| +1% | +$236K | 11.71% | 2 |
|
|
2015
Q3 | $18.7M | Buy |
+321,894
| New | +$18.7M | 15.69% | 3 |
|