Atria Wealth Solutions’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
2025 Q2	–	Sell	-24,971	Closed	-$2.05M	–	1932
2025 Q1	$2.05M	Sell	24,971 -558	-2%	-$49.9K	0.02%	623
2024 Q4	$2.26M	Sell	25,529 -675	-3%	-$60.6K	0.02%	605
2024 Q3	$2.37M	Sell	26,204 -1,681	-6%	-$146K	0.03%	568
2024 Q2	$2.35M	Buy	27,885 +1,905	+7%	+$162K	0.03%	578
2024 Q1	$2.28M	Buy	25,980 +1,679	+7%	+$143K	0.03%	590
2023 Q4	$2.05M	Buy	24,301 +610	+3%	+$45.6K	0.03%	597
2023 Q3	$1.85M	Buy	23,691 +3,271	+16%	+$292K	0.03%	584
2023 Q2	$2.01M	Buy	20,420 +1,157	+6%	+$111K	0.03%	560
2023 Q1	$1.8M	Sell	19,263 -425	-2%	-$39.7K	0.03%	578
2022 Q4	$1.77M	Buy	19,688 +195	+1%	+$17.2K	0.03%	559
2022 Q3	$1.66M	Buy	19,493 +589	+3%	+$54.6K	0.03%	548
2022 Q2	$1.6M	Buy	18,904 +641	+4%	+$60.4K	0.03%	513
2022 Q1	$2.05M	Buy	+18,263	New	+$1.95M	0.03%	477