Westside Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4K | Hold |
216
| – | – | ﹤0.01% | 649 |
|
|
2025
Q1 | $22.4K | Sell |
216
-50
| -19% | -$5.18K | ﹤0.01% | 543 |
|
|
2024
Q4 | $27.7K | Hold |
266
| – | – | 0.01% | 505 |
|
|
2024
Q3 | $29.8K | Sell |
266
-52
| -16% | -$5.82K | 0.01% | 493 |
|
|
2024
Q2 | $33.2K | Hold |
318
| – | – | 0.01% | 450 |
|
|
2024
Q1 | $34.9K | Hold |
318
| – | – | 0.01% | 431 |
|
|
2023
Q4 | $32.9K | Hold |
318
| – | – | 0.01% | 423 |
|
|
2023
Q3 | $30.9K | Hold |
318
| – | – | 0.01% | 421 |
|
|
2023
Q2 | $34.4K | Hold |
318
| – | – | 0.01% | 409 |
|
|
2023
Q1 | $34.2K | Hold |
318
| – | – | 0.01% | 409 |
|
|
2022
Q4 | $34 | Hold |
318
| – | – | ﹤0.01% | 454 |
|
|
2022
Q3 | $30 | Hold |
318
| – | – | ﹤0.01% | 459 |
|
|
2022
Q2 | $32 | Hold |
318
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $36 | Hold |
318
| – | – | ﹤0.01% | 451 |
|
|
2021
Q4 | $39 | Hold |
318
| – | – | ﹤0.01% | 424 |
|
|
2021
Q3 | $37 | Hold |
318
| – | – | ﹤0.01% | 417 |
|
|
2021
Q2 | $37 | Hold |
318
| – | – | ﹤0.01% | 405 |
|
|
2021
Q1 | $34 | Hold |
318
| – | – | ﹤0.01% | 403 |
|
|
2020
Q4 | $34 | Hold |
318
| – | – | ﹤0.01% | 376 |
|
|
2020
Q3 | $30 | Sell |
318
-300
| -49% | -$28 | ﹤0.01% | 382 |
|
|
2020
Q2 | $55 | Hold |
618
| – | – | ﹤0.01% | 318 |
|
|
2020
Q1 | $45 | Buy |
+618
| New | +$45 | ﹤0.01% | 333 |
|
|
2019
Q2 | $47 | Buy |
+618
| New | +$47 | ﹤0.01% | 320 |
|
|
2018
Q4 | $42.6K | Hold |
618
| – | – | 0.02% | 309 |
|
|
2018
Q3 | $52.3K | Hold |
618
| – | – | 0.02% | 256 |
|
|
2018
Q2 | $46.1K | Hold |
618
| – | – | 0.02% | 303 |
|
|
2018
Q1 | $41.7K | Hold |
618
| – | – | 0.02% | 298 |
|
|
2017
Q4 | $44.3K | Hold |
618
| – | – | 0.02% | 295 |
|
|
2017
Q3 | $41.7K | Hold |
618
| – | – | 0.03% | 285 |
|
|
2017
Q2 | $41.2K | Buy |
618
+300
| +94% | +$20K | 0.03% | 278 |
|
|
2017
Q1 | $19.7K | Buy |
+318
| New | +$19.7K | 0.01% | 357 |
|