Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-535
| Closed | -$58K | – | 205 |
|
|
2021
Q4 | $58K | Hold |
535
| – | – | 0.03% | 203 |
|
|
2021
Q3 | $66K | Buy |
535
+85
| +19% | +$10.5K | 0.03% | 194 |
|
|
2021
Q2 | $54K | Sell |
450
-85
| -16% | -$10.2K | 0.03% | 204 |
|
|
2021
Q1 | $59K | Hold |
535
| – | – | 0.03% | 199 |
|
|
2020
Q4 | $58K | Hold |
535
| – | – | 0.04% | 182 |
|
|
2020
Q3 | $54K | Hold |
535
| – | – | 0.04% | 174 |
|
|
2020
Q2 | $49K | Hold |
535
| – | – | 0.04% | 181 |
|
|
2020
Q1 | $42K | Buy |
535
+75
| +16% | +$5.89K | 0.04% | 181 |
|
|
2019
Q4 | $39K | Buy |
+460
| New | +$39K | 0.04% | 183 |
|