Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-92
| Closed | -$6K | – | 679 |
|
|
2017
Q4 | $6K | Hold |
92
| – | – | ﹤0.01% | 578 |
|
|
2017
Q3 | $6K | Hold |
92
| – | – | ﹤0.01% | 650 |
|
|
2017
Q2 | $6K | Sell |
92
-20
| -18% | -$1.3K | ﹤0.01% | 540 |
|
|
2017
Q1 | $7K | Hold |
112
| – | – | ﹤0.01% | 528 |
|
|
2016
Q4 | $6K | Hold |
112
| – | – | ﹤0.01% | 533 |
|
|
2016
Q3 | $7K | Hold |
112
| – | – | ﹤0.01% | 542 |
|
|
2016
Q2 | $7K | Hold |
112
| – | – | ﹤0.01% | 560 |
|
|
2016
Q1 | $6K | Sell |
112
-400
| -78% | -$21.4K | ﹤0.01% | 579 |
|
|
2015
Q4 | $30K | Buy |
+512
| New | +$30K | 0.01% | 391 |
|