Sweet Financial Partners’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
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 +$203K 0.05% 166