Cardinal Point Wealth Management LLC HTEC Holdings History
Cardinal Point Wealth Management LLC's ROBO Global Healthcare Technology and Innovation ETF Holding Summary
As of 2021-09-30, Cardinal Point Wealth Management LLC held 215,512.00 shares of ROBO Global Healthcare Technology and Innovation ETF(HTEC), totaling $9.82 Mil. This investment constitutes 4.62% of their stock portfolio, and Cardinal Point Wealth Management LLC now holds 4.84% of the outstanding ROBO Global Healthcare Technology and Innovation ETF(HTEC) stock.
The initial trade took place in 2021Q1. And since then Cardinal Point Wealth Management LLC has made 2 purchases of HTEC, at an average price of $46.48, for a total of 217,176.00 shares. In addition, there have been 1 sales at an average price of $47.60 for 1,664.00 shares. Based on historical transaction data and HTEC's current price of $29.16, Cardinal Point Wealth Management LLC's estimated gain on his HTEC holdings is $-3.73 Mil, reflecting a -36.95% gain to date.
Cardinal Point Wealth Management LLC HTEC ($29.16) Holding Chart
Cardinal Point Wealth Management LLC HTEC ($29.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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