Steward Partners Investment Advisory’s Horizon Kinetics Medical ETF MEDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-20
| Closed | -$523 | – | 4100 |
|
|
2024
Q4 | $523 | Hold |
20
| – | – | ﹤0.01% | 3845 |
|
|
2024
Q3 | $611 | Hold |
20
| – | – | ﹤0.01% | 3575 |
|
|
2024
Q2 | $596 | Sell |
20
-179
| -90% | -$5.33K | ﹤0.01% | 3454 |
|
|
2024
Q1 | $5.92K | Sell |
199
-31
| -13% | -$922 | ﹤0.01% | 2991 |
|
|
2023
Q4 | $6.42K | Sell |
230
-27
| -11% | -$754 | ﹤0.01% | 2872 |
|
|
2023
Q3 | $7.52K | Sell |
257
-3
| -1% | -$88 | ﹤0.01% | 2686 |
|
|
2023
Q2 | $7.94K | Sell |
260
-89
| -26% | -$2.72K | ﹤0.01% | 2645 |
|
|
2023
Q1 | $10.4K | Buy |
+349
| New | +$10.4K | ﹤0.01% | 2520 |
|