CPWMP
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Cardinal Point Wealth Management Partners’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-11,390
Closed -$415K 53
2022
Q1
$415K Sell
11,390
-203,382
-95% -$7.41M 0.19% 31
2021
Q4
$9.36M Buy
+214,772
New +$9.36M 4.06% 8