Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-69
| Closed | -$6K | – | 155 |
|
|
2022
Q2 | $6K | Sell |
69
-17
| -20% | -$1.48K | ﹤0.01% | 111 |
|
|
2022
Q1 | $10K | Sell |
86
-226
| -72% | -$26.3K | ﹤0.01% | 109 |
|
|
2021
Q4 | $37K | Sell |
312
-88
| -22% | -$10.4K | 0.01% | 64 |
|
|
2021
Q3 | $50K | Sell |
400
-203
| -34% | -$25.4K | 0.01% | 57 |
|
|
2021
Q2 | $78K | Sell |
603
-68,563
| -99% | -$8.87M | 0.01% | 55 |
|
|
2021
Q1 | $8.29M | Buy |
69,166
+27,661
| +67% | +$3.32M | 1.66% | 10 |
|
|
2020
Q4 | $4.73M | Sell |
41,505
-1,358
| -3% | -$155K | 0.71% | 20 |
|
|
2020
Q3 | $4.15M | Buy |
42,863
+26,116
| +156% | +$2.53M | 0.67% | 21 |
|
|
2020
Q2 | $1.5M | Buy |
+16,747
| New | +$1.5M | 0.3% | 29 |
|