LPL Financial’s Global X Funds Global X Health & Wellness ETF BFIT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-9,553
Closed -$216K 5071
2023
Q4
$216K Sell
9,553
-1,573
-14% -$33.9K ﹤0.01% 4333
2023
Q3
$233K Sell
11,126
-90
-0.8% -$1.99K ﹤0.01% 4122
2023
Q2
$253K Buy
11,216
+217
+2% +$4.91K ﹤0.01% 3984
2023
Q1
$256K Sell
10,999
-669
-6% -$15.1K ﹤0.01% 3865
2022
Q4
$244K Buy
11,668
+825
+8% +$16.4K ﹤0.01% 3821
2022
Q3
$197K Sell
10,843
-375
-3% -$7.83K ﹤0.01% 3940
2022
Q2
$230K Sell
11,218
-301
-3% -$6.51K ﹤0.01% 3840
2022
Q1
$274K Sell
11,519
-1,664
-13% -$42K ﹤0.01% 3634
2021
Q4
$370K Sell
13,183
-1,139
-8% -$32.8K ﹤0.01% 3533
2021
Q3
$411K Buy
+14,322
New +$431K ﹤0.01% 3397

LPL Financial's BFIT Position: Q1 2024 in Review

LPL Financial sold out of Global X Funds Global X Health & Wellness ETF (BFIT) in Q1 2024, closing a stake of 9,553 shares — an estimated $216K sold.

LPL Financial first reported a position in BFIT in Q3 2021 and held it in 10 quarters. The position peaked at $411K in Q3 2021. 0 funds tracked by Wall St. Rank hold BFIT as of Q1 2024.

  • LPL Financial reported no remaining Global X Funds Global X Health & Wellness ETF position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 9,553 Global X Funds Global X Health & Wellness ETF shares in Q1 2024, an estimated $216K.
  • LPL Financial first reported a position in Global X Funds Global X Health & Wellness ETF in Q3 2021 and held it in 10 quarters.
  • LPL Financial's Global X Funds Global X Health & Wellness ETF position peaked at $411K in Q3 2021.
  • 0 funds tracked by Wall St. Rank held Global X Funds Global X Health & Wellness ETF as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.