Masso Torrence 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
Q1 | – | Sell |
-33,920
| Closed | -$3.51M | – | 96 |
|
|
2023
Q4 | $3.51M | Sell |
33,920
-2,635
| -7% | -$273K | 2.4% | 13 |
|
|
2023
Q3 | $3.55M | Sell |
36,555
-1,020
| -3% | -$99.1K | 2.73% | 12 |
|
|
2023
Q2 | $4.07M | Sell |
37,575
-208
| -0.6% | -$22.5K | 2.94% | 11 |
|
|
2023
Q1 | $4.06M | Buy |
37,783
+33,655
| +815% | +$3.62M | 3.22% | 6 |
|
|
2022
Q4 | $449K | Buy |
4,128
+937
| +29% | +$102K | 0.36% | 58 |
|
|
2022
Q3 | $310K | Buy |
+3,191
| New | +$310K | 0.27% | 60 |
|
|
2022
Q2 | – | Sell |
-2,193
| Closed | -$251K | – | 83 |
|
|
2022
Q1 | $251K | Buy |
2,193
+83
| +4% | +$9.5K | 0.2% | 71 |
|
|
2021
Q4 | $262K | Buy |
+2,110
| New | +$262K | 0.18% | 78 |
|