HWA
Heartwood Wealth Advisors’s Global X Uranium ETF URA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.6M | Buy |
633,528
+6,827
| +1% | +$265K | 2.57% | 11 |
|
|
2025
Q1 | $14.4M | Buy |
626,701
+39,979
| +7% | +$916K | 1.64% | 22 |
|
|
2024
Q4 | $15.7M | Buy |
586,722
+5,752
| +1% | +$154K | 1.77% | 20 |
|
|
2024
Q3 | $16.6M | Buy |
580,970
+7,871
| +1% | +$225K | 1.84% | 20 |
|
|
2024
Q2 | $16.6M | Buy |
573,099
+3,661
| +0.6% | +$106K | 1.98% | 20 |
|
|
2024
Q1 | $16.4M | Sell |
569,438
-17,636
| -3% | -$508K | 2.02% | 20 |
|
|
2023
Q4 | $16.3M | Buy |
587,074
+4,066
| +0.7% | +$113K | 2.16% | 17 |
|
|
2023
Q3 | $15.8M | Buy |
583,008
+1,421
| +0.2% | +$38.4K | 2.33% | 16 |
|
|
2023
Q2 | $12.6M | Buy |
581,587
+13,531
| +2% | +$294K | 1.79% | 21 |
|
|
2023
Q1 | $11.3M | Buy |
568,056
+15,261
| +3% | +$304K | 1.69% | 21 |
|
|
2022
Q4 | $11.1M | Buy |
552,795
+112,931
| +26% | +$2.27M | 1.74% | 20 |
|
|
2022
Q3 | $8.72M | Buy |
439,864
+427,207
| +3,375% | +$8.47M | 1.51% | 24 |
|
|
2022
Q2 | $235K | Buy |
+12,657
| New | +$235K | 0.04% | 106 |
|