DWMS
Dominguez Wealth Management Solutions’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $294K | Buy |
2,833
+1
| +0% | +$104 | 0.2% | 57 |
|
2025
Q1 | $293K | Buy |
2,832
+2
| +0.1% | +$207 | 0.21% | 53 |
|
2024
Q4 | $295K | Buy |
2,830
+2
| +0.1% | +$208 | 0.22% | 53 |
|
2024
Q3 | $316K | Buy |
2,828
+2
| +0.1% | +$224 | 0.23% | 54 |
|
2024
Q2 | $295K | Buy |
2,826
+2
| +0.1% | +$209 | 0.22% | 53 |
|
2024
Q1 | $309K | Buy |
2,824
+5
| +0.2% | +$548 | 0.24% | 52 |
|
2023
Q4 | $292K | Buy |
2,819
+1
| +0% | +$104 | 0.24% | 52 |
|
2023
Q3 | $274K | Sell |
2,818
-235
| -8% | -$22.8K | 0.25% | 50 |
|
2023
Q2 | $331K | Hold |
3,053
| – | – | 0.29% | 47 |
|
2023
Q1 | $328K | Buy |
3,053
+1
| +0% | +$108 | 0.3% | 46 |
|
2022
Q4 | $332K | Buy |
+3,052
| New | +$332K | 0.33% | 45 |
|