IHT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,094
| Closed | -$113K | – | 1040 |
|
|
2023
Q3 | $113K | Sell |
4,094
-800
| -16% | -$22K | 0.01% | 920 |
|
|
2023
Q2 | $171K | Hold |
4,894
| – | – | 0.01% | 900 |
|
|
2023
Q1 | $172K | Sell |
4,894
-225
| -4% | -$7.91K | 0.01% | 869 |
|
|
2022
Q4 | $178K | Hold |
5,119
| – | – | 0.01% | 830 |
|
|
2022
Q3 | $173K | Hold |
5,119
| – | – | 0.01% | 792 |
|
|
2022
Q2 | $177K | Buy |
5,119
+225
| +5% | +$7.78K | 0.02% | 674 |
|
|
2022
Q1 | $213K | Hold |
4,894
| – | – | 0.02% | 688 |
|
|
2021
Q4 | $243K | Buy |
+4,894
| New | +$243K | 0.02% | 689 |
|
|
2021
Q3 | – | Sell |
-3,744
| Closed | -$217K | – | 987 |
|
|
2021
Q2 | $217K | Buy |
3,744
+284
| +8% | +$16.5K | 0.01% | 842 |
|
|
2021
Q1 | $198K | Buy |
+3,460
| New | +$198K | 0.01% | 779 |
|