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ShoreHaven Wealth Partners’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

ShoreHaven Wealth Partners’s Portfolio HTEC Stock Details HTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-648
Closed -$28K – 141
2021
Q1 		$28K Buy
+648
New +$30.1K 0.02% 148

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GG
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MIFH
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SCM
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Stifel Financial
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

ShoreHaven Wealth Partners's HTEC Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q2 2021, closing a stake of 648 shares — an estimated $28K sold.

ShoreHaven Wealth Partners first reported a position in HTEC in Q1 2021 and held it in 1 quarter. The position peaked at $28K in Q1 2021. 40 funds tracked by Wall St. Rank hold HTEC as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 648 ROBO Global Healthcare Technology and Innovation ETF shares in Q2 2021, an estimated $28K.
  • ShoreHaven Wealth Partners first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2021 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's ROBO Global Healthcare Technology and Innovation ETF position peaked at $28K in Q1 2021.
  • 40 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.