WP
WealthSource Partners’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-60,493
| Closed | -$4.62M | – | 453 |
|
|
2019
Q1 | $4.62M | Buy |
60,493
+670
| +1% | +$51.2K | 1.04% | 26 |
|
|
2018
Q4 | $4.12M | Buy |
59,823
+25,365
| +74% | +$1.75M | 1.19% | 22 |
|
|
2018
Q3 | $2.93M | Buy |
+34,458
| New | +$2.93M | 0.76% | 35 |
|
|
2018
Q1 | – | Sell |
-3,415
| Closed | -$238K | – | 294 |
|
|
2017
Q4 | $238K | Buy |
+3,415
| New | +$238K | 0.07% | 250 |
|
|
2017
Q3 | – | Sell |
-5,403
| Closed | -$361K | – | 298 |
|
|
2017
Q2 | $361K | Buy |
5,403
+55
| +1% | +$3.68K | 0.12% | 173 |
|
|
2017
Q1 | $334K | Buy |
+5,348
| New | +$334K | 0.12% | 182 |
|