Beaumont Financial Advisors’s Global X Funds Global X Health & Wellness ETF BFIT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,232
| Closed | -$214K | – | 353 |
|
|
2023
Q3 | $214K | Hold |
10,232
| – | – | 0.02% | 300 |
|
|
2023
Q2 | $231K | Hold |
10,232
| – | – | 0.02% | 308 |
|
|
2023
Q1 | $238K | Hold |
10,232
| – | – | 0.02% | 280 |
|
|
2022
Q4 | $214K | Hold |
10,232
| – | – | 0.02% | 299 |
|
|
2022
Q3 | $186K | Hold |
10,232
| – | – | 0.02% | 293 |
|
|
2022
Q2 | $210K | Hold |
10,232
| – | – | 0.02% | 289 |
|
|
2022
Q1 | $244K | Hold |
10,232
| – | – | 0.02% | 319 |
|
|
2021
Q4 | $287K | Hold |
10,232
| – | – | 0.02% | 281 |
|
|
2021
Q3 | $294K | Hold |
10,232
| – | – | 0.02% | 273 |
|
|
2021
Q2 | $312K | Hold |
10,232
| – | – | 0.02% | 286 |
|
|
2021
Q1 | $272K | Hold |
10,232
| – | – | 0.02% | 293 |
|
|
2020
Q4 | $262K | Hold |
10,232
| – | – | 0.02% | 288 |
|
|
2020
Q3 | $225K | Hold |
10,232
| – | – | 0.02% | 292 |
|
|
2020
Q2 | $202K | Hold |
10,232
| – | – | 0.02% | 271 |
|
|
2020
Q1 | $160K | Hold |
10,232
| – | – | 0.02% | 225 |
|
|
2019
Q4 | $223K | Hold |
10,232
| – | – | 0.02% | 258 |
|
|
2019
Q3 | $206K | Hold |
10,232
| – | – | 0.02% | 257 |
|
|
2019
Q2 | $202K | Buy |
+10,232
| New | +$202K | 0.02% | 241 |
|