Doyle Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $456K | Buy |
4,696
+11
| +0.2% | +$1.07K | 0.04% | 137 |
|
|
2022
Q2 | $483K | Hold |
4,685
| – | – | 0.04% | 136 |
|
|
2022
Q1 | $537K | Hold |
4,685
| – | – | 0.04% | 150 |
|
|
2021
Q4 | $582K | Hold |
4,685
| – | – | 0.04% | 134 |
|
|
2021
Q3 | $558K | Hold |
4,685
| – | – | 0.04% | 136 |
|
|
2021
Q2 | $549K | Hold |
4,685
| – | – | 0.05% | 133 |
|
|
2021
Q1 | $509K | Hold |
4,685
| – | – | 0.05% | 136 |
|
|
2020
Q4 | $505K | Sell |
4,685
-50
| -1% | -$5.39K | 0.05% | 135 |
|
|
2020
Q3 | $449K | Buy |
4,735
+200
| +4% | +$19K | 0.05% | 131 |
|
|
2020
Q2 | $409K | Hold |
4,535
| – | – | 0.05% | 123 |
|
|
2020
Q1 | $335K | Hold |
4,535
| – | – | 0.05% | 127 |
|
|
2019
Q4 | $382K | Hold |
4,535
| – | – | 0.05% | 143 |
|
|
2019
Q3 | $336K | Hold |
4,535
| – | – | 0.05% | 148 |
|
|
2019
Q2 | $351K | Hold |
4,535
| – | – | 0.05% | 140 |
|
|
2019
Q1 | $335K | Hold |
4,535
| – | – | 0.05% | 142 |
|
|
2018
Q4 | $312K | Hold |
4,535
| – | – | 0.05% | 138 |
|
|
2018
Q3 | $385K | Hold |
4,535
| – | – | 0.06% | 128 |
|
|
2018
Q2 | $337K | Hold |
4,535
| – | – | 0.06% | 134 |
|
|
2018
Q1 | $315K | Hold |
4,535
| – | – | 0.05% | 128 |
|
|
2017
Q4 | $317K | Hold |
4,535
| – | – | 0.05% | 128 |
|
|
2017
Q3 | $306K | Hold |
4,535
| – | – | 0.05% | 117 |
|
|
2017
Q2 | $303K | Hold |
4,535
| – | – | 0.06% | 112 |
|
|
2017
Q1 | $283K | Buy |
+4,535
| New | +$283K | 0.06% | 111 |
|