Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-735
| Closed | -$87K | – | 512 |
|
|
2021
Q3 | $87K | Hold |
735
| – | – | 0.03% | 317 |
|
|
2021
Q2 | $86K | Hold |
735
| – | – | 0.03% | 231 |
|
|
2021
Q1 | $80K | Hold |
735
| – | – | 0.04% | 212 |
|
|
2020
Q4 | $80K | Hold |
735
| – | – | 0.04% | 210 |
|
|
2020
Q3 | $70K | Hold |
735
| – | – | 0.04% | 192 |
|
|
2020
Q2 | $66K | Buy |
+735
| New | +$66K | 0.05% | 193 |
|