JWS
Juncture Wealth Strategies’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,736
| Closed | -$276K | – | 102 |
|
|
2020
Q1 | $276K | Buy |
3,736
+255
| +7% | +$18.8K | 0.25% | 77 |
|
|
2019
Q4 | $293K | Sell |
3,481
-144
| -4% | -$12.1K | 0.23% | 85 |
|
|
2019
Q3 | $268K | Sell |
3,625
-5,330
| -60% | -$394K | 0.24% | 90 |
|
|
2019
Q2 | $694K | Sell |
8,955
-15,897
| -64% | -$1.23M | 0.56% | 47 |
|
|
2019
Q1 | $1.9M | Sell |
24,852
-7,701
| -24% | -$588K | 1.47% | 17 |
|
|
2018
Q4 | $2.24M | Buy |
+32,553
| New | +$2.24M | 1.51% | 18 |
|