Perigon Wealth Management’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $473K | Sell |
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|
2025
Q2 | $540K | Hold |
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|
2025
Q1 | $539K | Buy |
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|
2024
Q4 | $561K | Sell |
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|
2024
Q3 | $604K | Buy |
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|
2024
Q2 | $565K | Sell |
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|
2024
Q1 | $644K | Sell |
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|
2023
Q4 | $749K | Sell |
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|
2023
Q3 | $1.57M | Hold |
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|
2023
Q2 | $1.75M | Buy |
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|
2023
Q1 | $1.65M | Buy |
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|
2022
Q4 | $1.67M | Buy |
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