LWMG
HEAL

Levy Wealth Management Group’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Levy Wealth Management Group’s Portfolio HEAL Stock Details HEAL Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
2024
Q1 		$155K Hold
2023
Q4 		$155K Hold
2023
Q3 		$140K Buy
2023
Q2 		$176K Sell
2023
Q1 		$179K Sell
2022
Q4 		$179K Hold
2022
Q3 		$175K Buy
2022
Q2 		$172K Buy