SFP
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Sweet Financial Partners’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Sweet Financial Partners’s Portfolio HTEC Stock Details HTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,030
Closed -$219K – 199
2024
Q2 		$219K Hold
8,030
– – 0.05% 180
2024
Q1 		$228K Hold
8,030
– – 0.05% 180
2023
Q4 		$225K Hold
8,030
– – 0.05% 174
2023
Q3 		$203K Buy
+8,030
New +$228K 0.05% 166

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