Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-11,178
| Closed | -$1.31M | – | 500 |
|
|
2021
Q2 | $1.31M | Sell |
11,178
-1,633
| -13% | -$191K | 0.09% | 261 |
|
|
2021
Q1 | $1.45M | Buy |
12,811
+10,555
| +468% | +$1.2M | 0.05% | 314 |
|
|
2020
Q4 | $243K | Buy |
2,256
+82
| +4% | +$8.83K | 0.01% | 771 |
|
|
2020
Q3 | $206K | Hold |
2,174
| – | – | 0.01% | 714 |
|
|
2020
Q2 | $196K | Sell |
2,174
-1,432
| -40% | -$129K | 0.01% | 729 |
|
|
2020
Q1 | $267K | Sell |
3,606
-7,365
| -67% | -$545K | 0.02% | 580 |
|
|
2019
Q4 | $924K | Sell |
10,971
-5,979
| -35% | -$504K | 0.07% | 282 |
|
|
2019
Q3 | $1.26M | Buy |
+16,950
| New | +$1.26M | 0.1% | 208 |
|