Carson Wealth (CWM LLC)’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-833
| Closed | -$25K | – | 4809 |
|
|
2023
Q4 | $25K | Hold |
833
| – | – | ﹤0.01% | 2638 |
|
|
2023
Q3 | $23K | Hold |
833
| – | – | ﹤0.01% | 2615 |
|
|
2023
Q2 | $29K | Hold |
833
| – | – | ﹤0.01% | 2399 |
|
|
2023
Q1 | $29K | Hold |
833
| – | – | ﹤0.01% | 2254 |
|
|
2022
Q4 | $29K | Hold |
833
| – | – | ﹤0.01% | 2118 |
|
|
2022
Q3 | $28K | Sell |
833
-900
| -52% | -$30.3K | ﹤0.01% | 2016 |
|
|
2022
Q2 | $60K | Sell |
1,733
-600
| -26% | -$20.8K | ﹤0.01% | 1546 |
|
|
2022
Q1 | $101K | Sell |
2,333
-3,707
| -61% | -$160K | ﹤0.01% | 1321 |
|
|
2021
Q4 | $300K | Buy |
+6,040
| New | +$300K | ﹤0.01% | 865 |
|
|
2021
Q2 | $1.32M | Hold |
22,762
| – | – | 0.01% | 518 |
|
|
2021
Q1 | $1.32M | Hold |
22,762
| – | – | 0.01% | 518 |
|
|
2020
Q4 | $1.32M | Hold |
22,762
| – | – | 0.01% | 518 |
|
|
2020
Q3 | $1.32M | Hold |
22,762
| – | – | 0.01% | 518 |
|
|
2020
Q2 | $1.32M | Hold |
22,762
| – | – | 0.01% | 518 |
|
|
2020
Q1 | $1.32M | Hold |
22,762
| – | – | 0.01% | 518 |
|
|
2019
Q4 | $1.32M | Hold |
22,762
| – | – | 0.01% | 518 |
|
|
2019
Q3 | $1.32M | Hold |
22,762
| – | – | 0.01% | 518 |
|
|
2019
Q2 | $1.32M | Hold |
22,762
| – | – | 0.01% | 518 |
|
|
2019
Q1 | $1.32M | Buy |
+22,762
| New | +$1.32M | 0.01% | 518 |
|