CRWM
HEAL

Castle Rock Wealth Management’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Castle Rock Wealth Management’s Portfolio HEAL Stock Details HEAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,237
Closed -$611K – 278
2021
Q1 		$611K Buy
10,237
+946
+10% +$56.5K 0.25% 136
2020
Q4 		$604K Buy
9,291
+550
+6% +$35.8K 0.25% 129
2020
Q3 		$450K Buy
+8,741
New +$450K 0.29% 115