IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,738
| Closed | -$216K | – | 800 |
|
|
2021
Q4 | $216K | Sell |
1,738
-22
| -1% | -$2.73K | 0.02% | 726 |
|
|
2021
Q3 | $210K | Buy |
+1,760
| New | +$210K | 0.02% | 722 |
|
|
2020
Q4 | – | Sell |
-3,087
| Closed | -$292K | – | 753 |
|
|
2020
Q3 | $292K | Buy |
3,087
+555
| +22% | +$52.5K | 0.03% | 487 |
|
|
2020
Q2 | $228K | Buy |
+2,532
| New | +$228K | 0.03% | 482 |
|
|
2018
Q2 | – | Sell |
-1,254
| Closed | -$85K | – | 777 |
|
|
2018
Q1 | $85K | Hold |
1,254
| – | – | 0.02% | 524 |
|
|
2017
Q4 | $90K | Buy |
1,254
+594
| +90% | +$42.6K | 0.02% | 519 |
|
|
2017
Q3 | $45K | Sell |
660
-37,745
| -98% | -$2.57M | 0.02% | 548 |
|
|
2017
Q2 | $36 | Buy |
38,405
+23,678
| +161% | +$22 | 0.02% | 602 |
|
|
2017
Q1 | $402K | Buy |
14,727
+13,984
| +1,882% | +$382K | 0.27% | 91 |
|
|
2016
Q4 | $43K | Buy |
+743
| New | +$43K | 0.03% | 418 |
|