Mascoma Wealth Management’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-218
| Closed | -$6.59K | – | 575 |
|
|
2023
Q1 | $6.59K | Buy |
+218
| New | +$6.59K | ﹤0.01% | 451 |
|
|
2022
Q1 | – | Sell |
-5,154
| Closed | -$225K | – | 595 |
|
|
2021
Q4 | $225K | Buy |
5,154
+1,289
| +33% | +$56.3K | 0.08% | 101 |
|
|
2021
Q3 | $176K | Buy |
+3,865
| New | +$176K | 0.07% | 110 |
|
|
2021
Q2 | – | Sell |
-4,201
| Closed | -$184K | – | 256 |
|
|
2021
Q1 | $184K | Buy |
+4,201
| New | +$184K | 0.08% | 106 |
|