Atria Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,658
| Closed | -$603K | – | 2002 |
|
|
2024
Q3 | $603K | Buy |
6,658
+631
| +10% | +$57.1K | 0.01% | 1234 |
|
|
2024
Q2 | $509K | Buy |
+6,027
| New | +$509K | 0.01% | 1290 |
|
|
2019
Q2 | – | Sell |
-2,856
| Closed | -$229K | – | 1093 |
|
|
2019
Q1 | $229K | Buy |
+2,856
| New | +$229K | 0.01% | 815 |
|
|
2018
Q4 | – | Sell |
-3,202
| Closed | -$281K | – | 1023 |
|
|
2018
Q3 | $281K | Sell |
3,202
-3,088
| -49% | -$271K | 0.01% | 797 |
|
|
2018
Q2 | $492K | Buy |
6,290
+1,769
| +39% | +$138K | 0.02% | 574 |
|
|
2018
Q1 | $315K | Buy |
+4,521
| New | +$315K | 0.02% | 661 |
|