Levy Wealth Management 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
Q2 | – | Sell |
-5,095
| Closed | -$155K | – | 108 |
|
|
2024
Q1 | $155K | Hold |
5,095
| – | – | 0.04% | 104 |
|
|
2023
Q4 | $155K | Hold |
5,095
| – | – | 0.04% | 104 |
|
|
2023
Q3 | $140K | Buy |
5,095
+63
| +1% | +$1.74K | 0.04% | 107 |
|
|
2023
Q2 | $176K | Sell |
5,032
-62
| -1% | -$2.16K | 0.05% | 108 |
|
|
2023
Q1 | $179K | Sell |
5,094
-63
| -1% | -$2.22K | 0.06% | 106 |
|
|
2022
Q4 | $179K | Hold |
5,157
| – | – | 0.06% | 93 |
|
|
2022
Q3 | $175K | Buy |
5,157
+183
| +4% | +$6.21K | 0.08% | 80 |
|
|
2022
Q2 | $172K | Buy |
+4,974
| New | +$172K | 0.08% | 67 |
|