Geneos Wealth Management’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-500
| Closed | -$14K | – | 2272 |
|
|
2022
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 1834 |
|
|
2022
Q1 | $18K | Hold |
500
| – | – | ﹤0.01% | 1851 |
|
|
2021
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 1859 |
|
|
2021
Q3 | $22K | Hold |
500
| – | – | ﹤0.01% | 1878 |
|
|
2021
Q2 | $23K | Sell |
500
-850
| -63% | -$39.1K | ﹤0.01% | 1845 |
|
|
2021
Q1 | $62K | Sell |
1,350
-200
| -13% | -$9.19K | ﹤0.01% | 1517 |
|
|
2020
Q4 | $67K | Buy |
+1,550
| New | +$67K | ﹤0.01% | 1317 |
|