Signature Wealth Management Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Sell |
3,423
-17
| -0.5% | -$1.76K | 0.2% | 73 |
|
|
2025
Q1 | $356K | Buy |
3,440
+194
| +6% | +$20.1K | 0.23% | 73 |
|
|
2024
Q4 | $338K | Sell |
3,246
-18
| -0.6% | -$1.87K | 0.23% | 75 |
|
|
2024
Q3 | $365K | Hold |
3,264
| – | – | 0.26% | 69 |
|
|
2024
Q2 | $341K | Hold |
3,264
| – | – | 0.26% | 74 |
|
|
2024
Q1 | $358K | Sell |
3,264
-3
| -0.1% | -$329 | 0.29% | 69 |
|
|
2023
Q4 | $338K | Hold |
3,267
| – | – | 0.3% | 70 |
|
|
2023
Q3 | $317K | Buy |
3,267
+128
| +4% | +$12.4K | 0.31% | 68 |
|
|
2023
Q2 | $340K | Sell |
3,139
-96
| -3% | -$10.4K | 0.32% | 66 |
|
|
2023
Q1 | $348K | Hold |
3,235
| – | – | 0.32% | 69 |
|
|
2022
Q4 | $352K | Hold |
3,235
| – | – | 0.35% | 68 |
|
|
2022
Q3 | $315K | Sell |
3,235
-45
| -1% | -$4.38K | 0.35% | 68 |
|
|
2022
Q2 | $338K | Hold |
3,280
| – | – | 0.35% | 71 |
|
|
2022
Q1 | $376K | Hold |
3,280
| – | – | 0.32% | 70 |
|
|
2021
Q4 | $407K | Hold |
3,280
| – | – | 0.35% | 66 |
|
|
2021
Q3 | $390K | Sell |
3,280
-75
| -2% | -$8.92K | 0.35% | 66 |
|
|
2021
Q2 | $393K | Hold |
3,355
| – | – | 0.36% | 65 |
|
|
2021
Q1 | $364K | Buy |
3,355
+100
| +3% | +$10.8K | 0.35% | 69 |
|
|
2020
Q4 | $351K | Buy |
+3,255
| New | +$351K | 0.35% | 63 |
|