CPWM
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Cardinal Point Wealth Management’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
2021
Q3
$9.82M Sell
215,512
-1,664
-0.8% -$75.8K 4.62% 9
2021
Q2
$10.5M Buy
217,176
+4,875
+2% +$235K 4.73% 7
2021
Q1
$9.32M Buy
+212,301
New +$9.32M 4.69% 8