Partnership 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
Q3
Sell
-779
Closed -$81.4K 200
2024
Q2
$81.4K Sell
779
-3,144
-80% -$328K 0.06% 123
2024
Q1
$430K Buy
3,923
+77
+2% +$8.44K 0.3% 72
2023
Q4
$394K Buy
+3,846
New +$394K 0.3% 71