Total Clarity 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-1,295
| Closed | -$134K | – | 494 |
|
2022
Q2 | $134K | Buy |
+1,295
| New | +$134K | 0.07% | 276 |
|
2022
Q1 | – | Sell |
-1,685
| Closed | -$209K | – | 463 |
|
2021
Q4 | $209K | Hold |
1,685
| – | – | 0.09% | 210 |
|
2021
Q3 | $201K | Buy |
+1,685
| New | +$201K | 0.1% | 206 |
|
2021
Q2 | – | Sell |
-1,685
| Closed | -$183K | – | 377 |
|
2021
Q1 | $183K | Buy |
+1,685
| New | +$183K | 0.11% | 185 |
|
2020
Q1 | – | Sell |
-1,660
| Closed | -$140K | – | 270 |
|
2019
Q4 | $140K | Buy |
+1,660
| New | +$140K | 0.11% | 148 |
|