Global Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-137
| Closed | -$15K | – | 480 |
|
|
2020
Q4 | $15K | Hold |
137
| – | – | 0.01% | 252 |
|
|
2020
Q3 | $13K | Hold |
137
| – | – | 0.01% | 257 |
|
|
2020
Q2 | $12K | Hold |
137
| – | – | 0.01% | 326 |
|
|
2020
Q1 | $10K | Hold |
137
| – | – | 0.01% | 334 |
|
|
2019
Q4 | $12K | Sell |
137
-499
| -78% | -$43.7K | 0.01% | 325 |
|
|
2019
Q3 | $47K | Buy |
636
+499
| +364% | +$36.9K | 0.02% | 167 |
|
|
2019
Q2 | $11K | Sell |
137
-90
| -40% | -$7.23K | 0.01% | 352 |
|
|
2019
Q1 | $17K | Sell |
227
-184
| -45% | -$13.8K | 0.01% | 321 |
|
|
2018
Q4 | $28K | Buy |
+411
| New | +$28K | 0.02% | 264 |
|