Beacon Financial Advisory’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
Q2 | – | Sell |
-1,857
| Closed | -$208K | – | 244 |
|
|
2022
Q1 | $208K | Hold |
1,857
| – | – | 0.1% | 226 |
|
|
2021
Q4 | $218K | Hold |
1,857
| – | – | 0.1% | 226 |
|
|
2021
Q3 | $232K | Hold |
1,857
| – | – | 0.12% | 206 |
|
|
2021
Q2 | $240K | Hold |
1,857
| – | – | 0.13% | 194 |
|
|
2021
Q1 | $222K | Hold |
1,857
| – | – | 0.13% | 196 |
|
|
2020
Q4 | $211K | Sell |
1,857
-720
| -28% | -$81.8K | 0.14% | 183 |
|
|
2020
Q3 | $250K | Buy |
2,577
+160
| +7% | +$15.5K | 0.22% | 142 |
|
|
2020
Q2 | $216K | Buy |
+2,417
| New | +$216K | 0.24% | 125 |
|