HWA
Heartwood Wealth Advisors’s Goldman Sachs Future Tech Leaders Equity ETF GTEK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.9M | Buy |
551,464
+6,896
| +1% | +$249K | 2.08% | 15 |
|
|
2025
Q1 | $16.2M | Sell |
544,568
-46,268
| -8% | -$1.37M | 1.84% | 19 |
|
|
2024
Q4 | $19.1M | Buy |
590,836
+5,174
| +0.9% | +$167K | 2.15% | 17 |
|
|
2024
Q3 | $17.8M | Buy |
585,662
+6,727
| +1% | +$205K | 1.97% | 19 |
|
|
2024
Q2 | $17.3M | Buy |
578,935
+4,419
| +0.8% | +$132K | 2.07% | 18 |
|
|
2024
Q1 | $16.9M | Buy |
574,516
+114,001
| +25% | +$3.36M | 2.08% | 17 |
|
|
2023
Q4 | $12.8M | Buy |
+460,515
| New | +$12.8M | 1.71% | 21 |
|