Accel Wealth Management’s SPDR S&P Health Care Equipment ETF XHE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,972
| Closed | -$185K | – | 893 |
|
|
2023
Q1 | $185K | Hold |
1,972
| – | – | 0.08% | 227 |
|
|
2022
Q4 | $177K | Hold |
1,972
| – | – | 0.08% | 168 |
|
|
2022
Q3 | $177K | Buy |
1,972
+1
| +0.1% | +$90 | 0.09% | 168 |
|
|
2022
Q2 | $173K | Hold |
1,971
| – | – | 0.1% | 157 |
|
|
2022
Q1 | $226K | Hold |
1,971
| – | – | 0.12% | 143 |
|
|
2021
Q4 | $231K | Buy |
+1,971
| New | +$231K | 0.11% | 145 |
|
|
2021
Q3 | – | Sell |
-1,971
| Closed | -$255K | – | 896 |
|
|
2021
Q2 | $255K | Hold |
1,971
| – | – | 0.17% | 117 |
|
|
2021
Q1 | $236K | Hold |
1,971
| – | – | 0.19% | 112 |
|
|
2020
Q4 | $224K | Buy |
+1,971
| New | +$224K | 0.21% | 107 |
|