Heritage Wealth Management (Arizona)’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
Q4 | $240K | Buy |
2,206
+1,103
| +100% | +$120K | 0.03% | 312 |
|
|
2022
Q3 | $107K | Sell |
1,103
-9
| -0.8% | -$873 | 0.03% | 317 |
|
|
2022
Q2 | $115K | Sell |
1,112
-221
| -17% | -$22.8K | 0.04% | 315 |
|
|
2022
Q1 | $153K | Buy |
+1,333
| New | +$153K | 0.04% | 315 |
|
|
2021
Q3 | $176K | Sell |
1,476
-67
| -4% | -$7.99K | 0.06% | 236 |
|
|
2021
Q2 | $181K | Sell |
1,543
-39
| -2% | -$4.58K | 0.07% | 242 |
|
|
2021
Q1 | $172K | Buy |
+1,582
| New | +$172K | 0.1% | 186 |
|