GeoWealth Management’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
Q3 | – | Sell |
-2,549
| Closed | -$66.9K | – | 1732 |
|
|
2024
Q2 | $66.9K | Sell |
2,549
-532
| -17% | -$14K | ﹤0.01% | 799 |
|
|
2024
Q1 | $87.9K | Buy |
3,081
+493
| +19% | +$14.1K | ﹤0.01% | 781 |
|
|
2023
Q4 | $78K | Sell |
2,588
-904
| -26% | -$27.2K | 0.01% | 601 |
|
|
2023
Q3 | $95K | Buy |
3,492
+593
| +20% | +$16.1K | 0.01% | 336 |
|
|
2023
Q2 | $102K | Buy |
2,899
+1,979
| +215% | +$69.6K | 0.01% | 288 |
|
|
2023
Q1 | $32K | Buy |
920
+351
| +62% | +$12.2K | ﹤0.01% | 300 |
|
|
2022
Q4 | $19K | Buy |
569
+337
| +145% | +$11.3K | ﹤0.01% | 321 |
|
|
2022
Q3 | $8K | Buy |
+232
| New | +$8K | ﹤0.01% | 337 |
|
|
2022
Q2 | – | Sell |
-334
| Closed | -$15K | – | 413 |
|
|
2022
Q1 | $15K | Buy |
334
+56
| +20% | +$2.52K | ﹤0.01% | 381 |
|
|
2021
Q4 | $14K | Buy |
278
+58
| +26% | +$2.92K | ﹤0.01% | 364 |
|
|
2021
Q3 | $11K | Buy |
+220
| New | +$11K | ﹤0.01% | 385 |
|