Heritage Wealth Management (Arizona)’s Global X Cybersecurity ETF BUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.45K | Sell |
70
-765
| -92% | -$15.9K | ﹤0.01% | 998 |
|
|
2022
Q3 | $20K | Hold |
835
| – | – | 0.01% | 525 |
|
|
2022
Q2 | $20.9K | Hold |
835
| – | – | 0.01% | 539 |
|
|
2022
Q1 | $26K | Buy |
+835
| New | +$26K | 0.01% | 554 |
|
|
2021
Q3 | $25K | Buy |
835
+800
| +2,286% | +$24K | 0.01% | 527 |
|
|
2021
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 856 |
|
|
2021
Q1 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 710 |
|