Richard W. Paul & Associates’s Global X Funds Global X Health & Wellness ETF BFIT Stock Holding History

Richard W. Paul & Associates’s Portfolio BFIT Stock Details BFIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-180	Closed	-$4.07K	–	534
2023 Q4	$4.07K	Sell	180 -53	-23%	-$1.14K	﹤0.01%	363
2023 Q3	$4.88K	Sell	233 -10	-4%	-$222	﹤0.01%	342
2023 Q2	$5.49K	Buy	243 +6	+3%	+$136	﹤0.01%	354
2023 Q1	$5.51K	Sell	237 -2	-0.8%	-$45	﹤0.01%	370
2022 Q4	$5K	Buy	+239	New	+$4.74K	﹤0.01%	370

Richard W. Paul & Associates's BFIT Position: Q1 2024 in Review

Richard W. Paul & Associates sold out of Global X Funds Global X Health & Wellness ETF (BFIT) in Q1 2024, closing a stake of 180 shares — an estimated $4.07K sold.

Richard W. Paul & Associates first reported a position in BFIT in Q4 2022 and held it in 5 quarters. The position peaked at $5.51K in Q1 2023. 0 funds tracked by Wall St. Rank hold BFIT as of Q1 2024.

Richard W. Paul & Associates reported no remaining Global X Funds Global X Health & Wellness ETF position as of Q1 2024 after selling out during the quarter.
Richard W. Paul & Associates sold 180 Global X Funds Global X Health & Wellness ETF shares in Q1 2024, an estimated $4.07K.
Richard W. Paul & Associates first reported a position in Global X Funds Global X Health & Wellness ETF in Q4 2022 and held it in 5 quarters.
Richard W. Paul & Associates's Global X Funds Global X Health & Wellness ETF position peaked at $5.51K in Q1 2023.
0 funds tracked by Wall St. Rank held Global X Funds Global X Health & Wellness ETF as of Q1 2024.

Based on Richard W. Paul & Associates's 13F filing for Q1 2024, filed 14 May 2024.