Hochman Cole Investment Advisors’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
Q3 | $729K | Sell |
6,124
-41
| -0.7% | -$4.88K | 0.29% | 66 |
|
|
2021
Q2 | $722K | Sell |
6,165
-255
| -4% | -$29.9K | 0.29% | 62 |
|
|
2021
Q1 | $697K | Hold |
6,420
| – | – | 0.29% | 61 |
|
|
2020
Q4 | $692K | Buy |
6,420
+76
| +1% | +$8.19K | 0.3% | 57 |
|
|
2020
Q3 | $601K | Buy |
6,344
+271
| +4% | +$25.7K | 0.3% | 57 |
|
|
2020
Q2 | $548K | Hold |
6,073
| – | – | 0.3% | 61 |
|
|
2020
Q1 | $449K | Buy |
6,073
+51
| +0.8% | +$3.77K | 0.31% | 60 |
|
|
2019
Q4 | $507K | Sell |
6,022
-95
| -2% | -$8K | 0.28% | 65 |
|
|
2019
Q3 | $453K | Buy |
6,117
+56
| +0.9% | +$4.15K | 0.28% | 64 |
|
|
2019
Q2 | $469K | Sell |
6,061
-472
| -7% | -$36.5K | 0.28% | 65 |
|
|
2019
Q1 | $499K | Buy |
6,533
+1,788
| +38% | +$137K | 0.3% | 66 |
|
|
2018
Q4 | $327K | Buy |
4,745
+761
| +19% | +$52.4K | 0.22% | 79 |
|
|
2018
Q3 | $338K | Hold |
3,984
| – | – | 0.21% | 76 |
|
|
2018
Q2 | $296K | Buy |
+3,984
| New | +$296K | 0.19% | 81 |
|