JPLA
HEAL
Joseph P. Lucia & Associates’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,968
| Closed | -$46K | – | 462 |
|
|
2022
Q2 | $46K | Hold |
3,968
| – | – | 0.03% | 189 |
|
|
2022
Q1 | $57K | Buy |
+3,968
| New | +$57K | 0.03% | 185 |
|
|
2021
Q4 | – | Sell |
-15,327
| Closed | -$272K | – | 576 |
|
|
2021
Q3 | $272K | Sell |
15,327
-1,122
| -7% | -$19.9K | 0.16% | 109 |
|
|
2021
Q2 | $317K | Sell |
16,449
-2,382
| -13% | -$45.9K | 0.19% | 101 |
|
|
2021
Q1 | $360K | Buy |
18,831
+3,304
| +21% | +$63.2K | 0.16% | 90 |
|
|
2020
Q4 | $299K | Buy |
+15,527
| New | +$299K | 0.21% | 90 |
|