Sowell Financial Services’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,197
| Closed | -$294K | – | 793 |
|
|
2022
Q4 | $294K | Buy |
+10,197
| New | +$294K | 0.02% | 490 |
|
|
2021
Q2 | – | Sell |
-9,495
| Closed | -$423K | – | 1497 |
|
|
2021
Q1 | $423K | Buy |
9,495
+3,113
| +49% | +$139K | 0.01% | 717 |
|
|
2020
Q4 | $279K | Buy |
6,382
+3,130
| +96% | +$137K | 0.01% | 725 |
|
|
2020
Q3 | $114K | Buy |
+3,252
| New | +$114K | 0.01% | 931 |
|