Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-75
| Closed | -$3K | – | 2740 |
|
|
2022
Q1 | $3K | Sell |
75
-1,623
| -96% | -$64.9K | ﹤0.01% | 2330 |
|
|
2021
Q4 | $82K | Buy |
1,698
+800
| +89% | +$38.6K | ﹤0.01% | 1494 |
|
|
2021
Q3 | $47K | Sell |
898
-800
| -47% | -$41.9K | ﹤0.01% | 1498 |
|
|
2021
Q2 | $88K | Sell |
1,698
-1,000
| -37% | -$51.8K | ﹤0.01% | 1225 |
|
|
2021
Q1 | $116K | Buy |
+2,698
| New | +$116K | ﹤0.01% | 1336 |
|