Intrepid Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,435
| Closed | -$103K | – | 132 |
|
|
2024
Q3 | $103K | Hold |
3,435
| – | – | 0.04% | 120 |
|
|
2024
Q2 | $90.2K | Hold |
3,435
| – | – | 0.04% | 120 |
|
|
2024
Q1 | $98K | Hold |
3,435
| – | – | 0.04% | 121 |
|
|
2023
Q4 | $104K | Hold |
3,435
| – | – | 0.05% | 115 |
|
|
2023
Q3 | $94.6K | Sell |
3,435
-230
| -6% | -$6.33K | 0.05% | 113 |
|
|
2023
Q2 | $128K | Sell |
3,665
-32
| -0.9% | -$1.12K | 0.06% | 114 |
|
|
2023
Q1 | $130K | Sell |
3,697
-161
| -4% | -$5.66K | 0.07% | 112 |
|
|
2022
Q4 | $134K | Sell |
3,858
-260
| -6% | -$9.03K | 0.07% | 105 |
|
|
2022
Q3 | $140K | Sell |
4,118
-312
| -7% | -$10.6K | 0.08% | 97 |
|
|
2022
Q2 | $153K | Buy |
+4,430
| New | +$153K | 0.08% | 96 |
|