AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.66K | Sell |
119
-361
| -75% | -$29.3K | ﹤0.01% | 1881 |
|
|
2025
Q1 | $39.5K | Sell |
480
-6
| -1% | -$493 | ﹤0.01% | 1621 |
|
|
2024
Q4 | $43K | Buy |
+486
| New | +$43K | ﹤0.01% | 1581 |
|
|
2024
Q1 | – | Sell |
-9,345
| Closed | -$786K | – | 2017 |
|
|
2023
Q4 | $786K | Buy |
9,345
+2,258
| +32% | +$190K | ﹤0.01% | 1244 |
|
|
2023
Q3 | $553K | Buy |
7,087
+639
| +10% | +$49.9K | ﹤0.01% | 1325 |
|
|
2023
Q2 | $634K | Buy |
+6,448
| New | +$634K | ﹤0.01% | 1265 |
|
|
2020
Q1 | – | Sell |
-116,558
| Closed | -$9.98M | – | 1278 |
|
|
2019
Q4 | $9.98M | Buy |
116,558
+65,867
| +130% | +$5.64M | 0.22% | 93 |
|
|
2019
Q3 | $3.96M | Sell |
50,691
-44,733
| -47% | -$3.49M | 0.11% | 171 |
|
|
2019
Q2 | $7.81M | Buy |
95,424
+67,092
| +237% | +$5.49M | 0.23% | 82 |
|
|
2019
Q1 | $2.28M | Buy |
+28,332
| New | +$2.28M | 0.16% | 129 |
|