Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Hold |
6,790
| – | – | ﹤0.01% | 2203 |
|
|
2025
Q1 | $186K | Hold |
6,790
| – | – | ﹤0.01% | 1968 |
|
|
2024
Q4 | $195K | Hold |
6,790
| – | – | ﹤0.01% | 1837 |
|
|
2024
Q3 | $202K | Sell |
6,790
-506
| -7% | -$15.1K | ﹤0.01% | 1747 |
|
|
2024
Q2 | $199K | Buy |
7,296
+1,142
| +19% | +$31.1K | ﹤0.01% | 1583 |
|
|
2024
Q1 | $175K | Buy |
6,154
+487
| +9% | +$13.8K | ﹤0.01% | 1575 |
|
|
2023
Q4 | $159K | Hold |
5,667
| – | – | ﹤0.01% | 1518 |
|
|
2023
Q3 | $143K | Buy |
5,667
+2,144
| +61% | +$54.1K | ﹤0.01% | 1451 |
|
|
2023
Q2 | $106K | Buy |
3,523
+880
| +33% | +$26.5K | ﹤0.01% | 1541 |
|
|
2023
Q1 | $79K | Hold |
2,643
| – | – | ﹤0.01% | 1611 |
|
|
2022
Q4 | $76K | Buy |
2,643
+483
| +22% | +$13.9K | ﹤0.01% | 1505 |
|
|
2022
Q3 | $58K | Buy |
2,160
+409
| +23% | +$11K | ﹤0.01% | 1597 |
|
|
2022
Q2 | $51K | Buy |
1,751
+268
| +18% | +$7.81K | ﹤0.01% | 1618 |
|
|
2022
Q1 | $54K | Buy |
1,483
+966
| +187% | +$35.2K | ﹤0.01% | 1571 |
|
|
2021
Q4 | $23K | Buy |
+517
| New | +$23K | ﹤0.01% | 1915 |
|
|
2021
Q2 | $25K | Hold |
517
| – | – | ﹤0.01% | 1687 |
|
|
2021
Q1 | $25K | Hold |
517
| – | – | ﹤0.01% | 1687 |
|
|
2020
Q4 | $25K | Hold |
517
| – | – | ﹤0.01% | 1687 |
|
|
2020
Q3 | $25K | Hold |
517
| – | – | ﹤0.01% | 1687 |
|
|
2020
Q2 | $25K | Hold |
517
| – | – | ﹤0.01% | 1687 |
|
|
2020
Q1 | $25K | Hold |
517
| – | – | ﹤0.01% | 1687 |
|
|
2019
Q4 | $25K | Hold |
517
| – | – | ﹤0.01% | 1687 |
|
|
2019
Q3 | $25K | Hold |
517
| – | – | ﹤0.01% | 1687 |
|
|
2019
Q2 | $25K | Hold |
517
| – | – | ﹤0.01% | 1687 |
|
|
2019
Q1 | $25K | Buy |
+517
| New | +$25K | ﹤0.01% | 1687 |
|