Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,130
| Closed | -$366K | – | 221 |
|
|
2021
Q4 | $366K | Sell |
10,130
-3,450
| -25% | -$125K | 0.19% | 88 |
|
|
2021
Q3 | $660K | Sell |
13,580
-1,385
| -9% | -$67.3K | 0.32% | 67 |
|
|
2021
Q2 | $713K | Sell |
14,965
-3,785
| -20% | -$180K | 0.38% | 60 |
|
|
2021
Q1 | $837K | Buy |
18,750
+7,355
| +65% | +$328K | 0.49% | 45 |
|
|
2020
Q4 | $498K | Buy |
+11,395
| New | +$498K | 0.32% | 60 |
|