EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-102
| Closed | -$9.94K | – | 436 |
|
|
2023
Q3 | $9.94K | Hold |
102
| – | – | ﹤0.01% | 365 |
|
|
2023
Q2 | $11.1K | Hold |
102
| – | – | ﹤0.01% | 351 |
|
|
2023
Q1 | $11K | Hold |
102
| – | – | ﹤0.01% | 359 |
|
|
2022
Q4 | $11.1K | Hold |
102
| – | – | ﹤0.01% | 326 |
|
|
2022
Q3 | $10K | Buy |
+102
| New | +$10K | ﹤0.01% | 332 |
|
|
2022
Q2 | – | Sell |
-102
| Closed | -$12K | – | 272 |
|
|
2022
Q1 | $12K | Hold |
102
| – | – | ﹤0.01% | 347 |
|
|
2021
Q4 | $13K | Hold |
102
| – | – | ﹤0.01% | 346 |
|
|
2021
Q3 | $12K | Buy |
+102
| New | +$12K | ﹤0.01% | 324 |
|
|
2020
Q2 | – | Sell |
-102
| Closed | -$8K | – | 366 |
|
|
2020
Q1 | $8K | Buy |
+102
| New | +$8K | 0.01% | 513 |
|