Carson Wealth (CWM LLC)’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $210K | Hold |
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|
2025
Q2 | $194K | Hold |
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|
2025
Q1 | $186K | Hold |
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|
2024
Q4 | $195K | Hold |
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|
2024
Q3 | $202K | Sell |
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|
2024
Q2 | $199K | Buy |
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|
2024
Q1 | $175K | Buy |
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|
2023
Q4 | $159K | Hold |
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|
2023
Q3 | $143K | Buy |
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|
2023
Q2 | $106K | Buy |
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|
2023
Q1 | $79K | Hold |
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|
2022
Q4 | $76K | Buy |
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|
2022
Q3 | $58K | Buy |
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|
2022
Q2 | $51K | Buy |
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|
2022
Q1 | $54K | Buy |
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|
2021
Q4 | $23K | Buy |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $25K | Hold |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $25K | Hold |
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|
2020
Q2 | $25K | Hold |
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|
2020
Q1 | $25K | Hold |
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|
2019
Q4 | $25K | Hold |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $25K | Hold |
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|
2019
Q1 | $25K | Buy |
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