Clay Northam Wealth Management’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
Q2 | $508K | Sell |
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|
2025
Q1 | $572K | Buy |
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|
2024
Q4 | $593K | Sell |
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|
2024
Q3 | $637K | Buy |
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|
2024
Q2 | $573K | Sell |
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|
2024
Q1 | $612K | Buy |
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|
2023
Q4 | $598K | Hold |
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|
2023
Q3 | $539K | Hold |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q4 | $610K | Hold |
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|
2022
Q3 | $571K | Hold |
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|
2022
Q2 | $611K | Sell |
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|
2022
Q1 | $975K | Buy |
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|
2021
Q4 | $911K | Buy |
|