Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
14,377
-312
| -2% | -$32.3K | 0.18% | 105 |
|
|
2025
Q1 | $1.52M | Sell |
14,689
-862
| -6% | -$89.3K | 0.23% | 85 |
|
|
2024
Q4 | $1.62M | Buy |
+15,551
| New | +$1.62M | 0.24% | 80 |
|
|
2022
Q1 | $2.37M | Sell |
20,685
-335
| -2% | -$38.4K | 0.47% | 41 |
|
|
2021
Q4 | $2.61M | Buy |
21,020
+2,119
| +11% | +$263K | 0.45% | 42 |
|
|
2021
Q3 | $2.25M | Buy |
18,901
+2,994
| +19% | +$356K | 0.49% | 36 |
|
|
2021
Q2 | $1.86M | Buy |
15,907
+463
| +3% | +$54.2K | 0.41% | 51 |
|
|
2021
Q1 | $1.68M | Buy |
15,444
+7,075
| +85% | +$768K | 0.55% | 35 |
|
|
2020
Q4 | $902K | Buy |
8,369
+2,379
| +40% | +$256K | 0.26% | 77 |
|
|
2020
Q3 | $567K | Buy |
+5,990
| New | +$567K | 0.19% | 87 |
|
|
2020
Q2 | – | Sell |
-8,314
| Closed | -$615K | – | 443 |
|
|
2020
Q1 | $615K | Buy |
+8,314
| New | +$615K | 0.27% | 64 |
|
|
2019
Q4 | – | Sell |
-13,829
| Closed | -$1.02M | – | 373 |
|
|
2019
Q3 | $1.02M | Sell |
13,829
-170
| -1% | -$12.6K | 0.34% | 60 |
|
|
2019
Q2 | $1.08M | Sell |
13,999
-50
| -0.4% | -$3.87K | 0.34% | 59 |
|
|
2019
Q1 | $1.07M | Buy |
+14,049
| New | +$1.07M | 0.36% | 57 |
|