Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-140
| Closed | -$15K | – | 276 |
|
|
2020
Q4 | $15K | Hold |
140
| – | – | 0.01% | 190 |
|
|
2020
Q3 | $13K | Hold |
140
| – | – | 0.01% | 194 |
|
|
2020
Q2 | $12K | Hold |
140
| – | – | 0.01% | 198 |
|
|
2020
Q1 | $10K | Hold |
140
| – | – | 0.01% | 201 |
|
|
2019
Q4 | $11K | Hold |
140
| – | – | 0.01% | 226 |
|
|
2019
Q3 | $10K | Hold |
140
| – | – | 0.01% | 259 |
|
|
2019
Q2 | $10K | Sell |
140
-71
| -34% | -$5.07K | 0.01% | 218 |
|
|
2019
Q1 | $16K | Buy |
+211
| New | +$16K | 0.01% | 185 |
|