LPL Financial’s Franklin Genomic Advancements ETF HELX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $601K | Buy |
21,680
+3,830
| +21% | +$106K | ﹤0.01% | 4166 |
|
|
2025
Q1 | $482K | Buy |
17,850
+885
| +5% | +$23.9K | ﹤0.01% | 4141 |
|
|
2024
Q4 | $489K | Buy |
16,965
+2,768
| +19% | +$79.9K | ﹤0.01% | 4045 |
|
|
2024
Q3 | $460K | Buy |
14,197
+3,374
| +31% | +$109K | ﹤0.01% | 4003 |
|
|
2024
Q2 | $343K | Buy |
10,823
+1,585
| +17% | +$50.2K | ﹤0.01% | 4092 |
|
|
2024
Q1 | $303K | Buy |
9,238
+2,175
| +31% | +$71.2K | ﹤0.01% | 4123 |
|
|
2023
Q4 | $215K | Sell |
7,063
-2,062
| -23% | -$62.8K | ﹤0.01% | 4277 |
|
|
2023
Q3 | $259K | Buy |
9,125
+795
| +10% | +$22.5K | ﹤0.01% | 3999 |
|
|
2023
Q2 | $252K | Sell |
8,330
-7,232
| -46% | -$219K | ﹤0.01% | 3942 |
|
|
2023
Q1 | $473K | Buy |
15,562
+3,683
| +31% | +$112K | ﹤0.01% | 3368 |
|
|
2022
Q4 | $358K | Buy |
11,879
+1,990
| +20% | +$60K | ﹤0.01% | 3512 |
|
|
2022
Q3 | $293K | Buy |
+9,889
| New | +$293K | ﹤0.01% | 3593 |
|
|
2022
Q1 | – | Sell |
-4,903
| Closed | -$238K | – | 4262 |
|
|
2021
Q4 | $238K | Buy |
+4,903
| New | +$238K | ﹤0.01% | 3855 |
|