Steward Partners Investment Advisory’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-667
| Closed | -$23.3K | – | 3457 |
|
|
2023
Q2 | $23.3K | Hold |
667
| – | – | ﹤0.01% | 2217 |
|
|
2023
Q1 | $23.4K | Sell |
667
-333
| -33% | -$11.7K | ﹤0.01% | 2180 |
|
|
2022
Q4 | $34.7K | Hold |
1,000
| – | – | ﹤0.01% | 1980 |
|
|
2022
Q3 | $34K | Sell |
1,000
-250
| -20% | -$8.5K | ﹤0.01% | 1972 |
|
|
2022
Q2 | $43K | Sell |
1,250
-167
| -12% | -$5.75K | ﹤0.01% | 1878 |
|
|
2022
Q1 | $62K | Sell |
1,417
-2,939
| -67% | -$129K | ﹤0.01% | 1817 |
|
|
2021
Q4 | $216K | Sell |
4,356
-38
| -0.9% | -$1.88K | ﹤0.01% | 1282 |
|
|
2021
Q3 | $234K | Buy |
4,394
+411
| +10% | +$21.9K | ﹤0.01% | 1209 |
|
|
2021
Q2 | $231K | Sell |
3,983
-705
| -15% | -$40.9K | ﹤0.01% | 1441 |
|
|
2021
Q1 | $269K | Buy |
4,688
+1,359
| +41% | +$77.9K | ﹤0.01% | 1151 |
|
|
2020
Q4 | $193K | Buy |
3,329
+1,654
| +99% | +$95.9K | ﹤0.01% | 1088 |
|
|
2020
Q3 | $84K | Buy |
+1,675
| New | +$84K | ﹤0.01% | 1287 |
|