Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,115
| Closed | -$263K | – | 286 |
|
|
2021
Q4 | $263K | Hold |
2,115
| – | – | 0.06% | 262 |
|
|
2021
Q3 | $252K | Sell |
2,115
-295
| -12% | -$35.1K | 0.06% | 254 |
|
|
2021
Q2 | $282K | Buy |
+2,410
| New | +$282K | 0.06% | 241 |
|
|
2021
Q1 | – | Sell |
-11,110
| Closed | -$1.2M | – | 279 |
|
|
2020
Q4 | $1.2M | Buy |
+11,110
| New | +$1.2M | 0.29% | 69 |
|