Walkner Condon Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,916
| Closed | -$283K | – | 272 |
|
|
2023
Q3 | $283K | Buy |
2,916
+140
| +5% | +$13.6K | 0.08% | 201 |
|
|
2023
Q2 | $301K | Sell |
2,776
-19
| -0.7% | -$2.06K | 0.08% | 182 |
|
|
2023
Q1 | $301K | Hold |
2,795
| – | – | 0.08% | 173 |
|
|
2022
Q4 | $304K | Sell |
2,795
-45
| -2% | -$4.89K | 0.09% | 164 |
|
|
2022
Q3 | $276K | Buy |
+2,840
| New | +$276K | 0.09% | 168 |
|