Tyler-Stone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-346
| Closed | -$36.2K | – | 521 |
|
|
2024
Q2 | $36.2K | Hold |
346
| – | – | 0.01% | 417 |
|
|
2024
Q1 | $37.9K | Hold |
346
| – | – | 0.02% | 403 |
|
|
2023
Q4 | $35.8K | Sell |
346
-708
| -67% | -$73.3K | 0.02% | 412 |
|
|
2023
Q3 | $102K | Hold |
1,054
| – | – | 0.06% | 252 |
|
|
2023
Q2 | $114K | Buy |
+1,054
| New | +$114K | 0.06% | 233 |
|
|
2022
Q4 | $115K | Buy |
1,054
+1
| +0.1% | +$109 | 0.08% | 217 |
|
|
2022
Q3 | $102K | Buy |
1,053
+1
| +0.1% | +$97 | 0.08% | 218 |
|
|
2022
Q2 | $108K | Buy |
1,052
+50
| +5% | +$5.13K | 0.07% | 224 |
|
|
2022
Q1 | $115K | Hold |
1,002
| – | – | 0.06% | 238 |
|
|
2021
Q4 | $124K | Buy |
+1,002
| New | +$124K | 0.07% | 240 |
|