Atria Wealth Solutions’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 | – | Sell |
-24,971
| Closed | -$2.05M | – | 1923 |
|
|
2025
Q1 | $2.05M | Sell |
24,971
-558
| -2% | -$45.9K | 0.02% | 618 |
|
|
2024
Q4 | $2.26M | Sell |
25,529
-675
| -3% | -$59.7K | 0.02% | 602 |
|
|
2024
Q3 | $2.37M | Sell |
26,204
-1,681
| -6% | -$152K | 0.03% | 565 |
|
|
2024
Q2 | $2.35M | Buy |
27,885
+1,905
| +7% | +$161K | 0.03% | 576 |
|
|
2024
Q1 | $2.28M | Buy |
25,980
+1,679
| +7% | +$148K | 0.03% | 588 |
|
|
2023
Q4 | $2.05M | Buy |
24,301
+610
| +3% | +$51.4K | 0.03% | 592 |
|
|
2023
Q3 | $1.85M | Buy |
23,691
+3,271
| +16% | +$255K | 0.03% | 583 |
|
|
2023
Q2 | $2.01M | Buy |
20,420
+1,157
| +6% | +$114K | 0.03% | 558 |
|
|
2023
Q1 | $1.8M | Sell |
19,263
-425
| -2% | -$39.8K | 0.03% | 577 |
|
|
2022
Q4 | $1.77M | Buy |
19,688
+195
| +1% | +$17.5K | 0.03% | 558 |
|
|
2022
Q3 | $1.66M | Buy |
19,493
+589
| +3% | +$50.3K | 0.03% | 545 |
|
|
2022
Q2 | $1.6M | Buy |
18,904
+641
| +4% | +$54.4K | 0.03% | 496 |
|
|
2022
Q1 | $2.05M | Buy |
+18,263
| New | +$2.05M | 0.03% | 477 |
|