ICA 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-536
| Closed | -$58.7K | – | 981 |
|
2024
Q1 | $58.7K | Hold |
536
| – | – | 0.01% | 517 |
|
2023
Q4 | $55.5K | Buy |
+536
| New | +$55.5K | 0.01% | 489 |
|
2023
Q3 | – | Sell |
-450
| Closed | -$48.7K | – | 585 |
|
2023
Q2 | $48.7K | Sell |
450
-190
| -30% | -$20.6K | 0.01% | 497 |
|
2023
Q1 | $68.8K | Hold |
640
| – | – | 0.02% | 412 |
|
2022
Q4 | $69.6K | Buy |
+640
| New | +$69.6K | 0.02% | 438 |
|