Iams 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 | – | Sell |
-2,191
| Closed | -$227K | – | 178 |
|
|
2025
Q1 | $227K | Sell |
2,191
-9,626
| -81% | -$997K | 0.1% | 145 |
|
|
2024
Q4 | $1.23M | Sell |
11,817
-176
| -1% | -$18.3K | 0.56% | 53 |
|
|
2024
Q3 | $1.34M | Sell |
11,993
-2,631
| -18% | -$294K | 0.66% | 47 |
|
|
2024
Q2 | $1.53M | Sell |
14,624
-3,589
| -20% | -$375K | 0.84% | 41 |
|
|
2024
Q1 | $1.95M | Buy |
18,213
+2,196
| +14% | +$235K | 1.19% | 20 |
|
|
2023
Q4 | $1.66M | Sell |
16,017
-3,223
| -17% | -$334K | 1.07% | 27 |
|
|
2023
Q3 | $1.87M | Buy |
+19,240
| New | +$1.87M | 1.29% | 19 |
|
|
2023
Q2 | – | Sell |
-17,327
| Closed | -$1.84M | – | 59 |
|
|
2023
Q1 | $1.84M | Buy |
17,327
+4,436
| +34% | +$470K | 1.53% | 13 |
|
|
2022
Q4 | $1.4M | Buy |
+12,891
| New | +$1.4M | 1.43% | 13 |
|