Arete Wealth Advisors’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,683
| Closed | -$101K | – | 773 |
|
|
2023
Q3 | $101K | Sell |
3,683
-244
| -6% | -$6.72K | 0.02% | 468 |
|
|
2023
Q2 | $137K | Hold |
3,927
| – | – | 0.01% | 618 |
|
|
2023
Q1 | $138K | Buy |
+3,927
| New | +$138K | 0.01% | 595 |
|
|
2022
Q4 | – | Sell |
-4,285
| Closed | -$145K | – | 718 |
|
|
2022
Q3 | $145K | Buy |
+4,285
| New | +$145K | 0.01% | 530 |
|
|
2022
Q2 | – | Sell |
-4,688
| Closed | -$204K | – | 575 |
|
|
2022
Q1 | $204K | Buy |
4,688
+389
| +9% | +$16.9K | 0.02% | 478 |
|
|
2021
Q4 | $213K | Buy |
+4,299
| New | +$213K | 0.02% | 461 |
|