9258 Wealth Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $412K | Hold |
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|
2024
Q1 | $429K | Hold |
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|
2023
Q4 | $411K | Sell |
|
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|
2023
Q3 | $400K | Hold |
|
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|
2023
Q2 | $504K | Sell |
|
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|
2023
Q1 | $498K | Hold |
|
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|
2022
Q4 | $479K | Hold |
|
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|
2022
Q3 | $454K | Hold |
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|
2022
Q2 | $452K | Hold |
|
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|
2022
Q1 | $597K | Hold |
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|
2021
Q4 | $625K | Hold |
|
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|
2021
Q3 | $666K | Hold |
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|
2021
Q2 | $688K | Hold |
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|
2021
Q1 | $637K | Hold |
|
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|
2020
Q4 | $606K | Hold |
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|
2020
Q3 | $519K | Hold |
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|
2020
Q2 | $476K | Hold |
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|
2020
Q1 | $445K | Hold |
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|
2019
Q4 | $456K | Buy |
|