CreativeOne Wealth’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-6,804
| Closed | -$195K | – | 938 |
|
2024
Q1 | $195K | Buy |
+6,804
| New | +$195K | 0.01% | 847 |
|
2023
Q4 | – | Sell |
-4,553
| Closed | -$125K | – | 681 |
|
2023
Q3 | $125K | Sell |
4,553
-3,893
| -46% | -$107K | 0.01% | 550 |
|
2023
Q2 | $295K | Buy |
8,446
+1,549
| +22% | +$54.1K | 0.01% | 655 |
|
2023
Q1 | $243K | Buy |
6,897
+499
| +8% | +$17.6K | 0.01% | 700 |
|
2022
Q4 | $223K | Buy |
6,398
+2,231
| +54% | +$77.8K | 0.01% | 664 |
|
2022
Q3 | $141K | Sell |
4,167
-183
| -4% | -$6.19K | 0.01% | 677 |
|
2022
Q2 | $151K | Sell |
4,350
-30
| -0.7% | -$1.04K | 0.01% | 691 |
|
2022
Q1 | $191K | Sell |
4,380
-553
| -11% | -$24.1K | 0.01% | 709 |
|
2021
Q4 | $244K | Sell |
4,933
-2,384
| -33% | -$118K | 0.01% | 651 |
|
2021
Q3 | $389K | Buy |
7,317
+1,132
| +18% | +$60.2K | 0.02% | 472 |
|
2021
Q2 | $358K | Buy |
6,185
+2,698
| +77% | +$156K | 0.02% | 479 |
|
2021
Q1 | $200K | Buy |
+3,487
| New | +$200K | 0.02% | 542 |
|