Harbour Investments’s Franklin Genomic Advancements ETF HELX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.6K | Sell |
1,687
-136
| -7% | -$3.76K | ﹤0.01% | 1868 |
|
|
2025
Q1 | $49.2K | Buy |
1,823
+1,687
| +1,240% | +$45.6K | ﹤0.01% | 1777 |
|
|
2024
Q4 | $3.92K | Buy |
+136
| New | +$3.92K | ﹤0.01% | 2821 |
|
|
2024
Q3 | – | Sell |
-188
| Closed | -$5.96K | – | 3438 |
|
|
2024
Q2 | $5.96K | Hold |
188
| – | – | ﹤0.01% | 2448 |
|
|
2024
Q1 | $6.16K | Hold |
188
| – | – | ﹤0.01% | 2397 |
|
|
2023
Q4 | $5.73K | Hold |
188
| – | – | ﹤0.01% | 2363 |
|
|
2023
Q3 | $5.33K | Hold |
188
| – | – | ﹤0.01% | 2249 |
|
|
2023
Q2 | $5.68K | Hold |
188
| – | – | ﹤0.01% | 2238 |
|
|
2023
Q1 | $5.71K | Hold |
188
| – | – | ﹤0.01% | 2226 |
|
|
2022
Q4 | $5.66K | Hold |
188
| – | – | ﹤0.01% | 2177 |
|
|
2022
Q3 | $6K | Hold |
188
| – | – | ﹤0.01% | 2108 |
|
|
2022
Q2 | $6K | Buy |
+188
| New | +$6K | ﹤0.01% | 2108 |
|
|
2021
Q4 | $9K | Sell |
188
-3,261
| -95% | -$156K | ﹤0.01% | 1970 |
|
|
2021
Q3 | $180K | Hold |
3,449
| – | – | 0.01% | 1073 |
|
|
2021
Q2 | $179K | Hold |
3,449
| – | – | 0.01% | 1104 |
|
|
2021
Q1 | $150K | Buy |
+3,449
| New | +$150K | 0.01% | 1104 |
|