Belpointe Asset 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 | – | Sell |
-8,706
| Closed | -$716K | – | 1035 |
|
|
2025
Q1 | $716K | Buy |
8,706
+898
| +12% | +$73.8K | 0.04% | 436 |
|
|
2024
Q4 | $702K | Buy |
7,808
+366
| +5% | +$32.9K | 0.04% | 423 |
|
|
2024
Q3 | $674K | Sell |
7,442
-408
| -5% | -$36.9K | 0.04% | 421 |
|
|
2024
Q2 | $663K | Sell |
7,850
-11,849
| -60% | -$1M | 0.05% | 388 |
|
|
2024
Q1 | $1.73M | Buy |
+19,699
| New | +$1.73M | 0.13% | 144 |
|
|
2023
Q2 | – | Sell |
-29
| Closed | -$2.72K | – | 3411 |
|
|
2023
Q1 | $2.72K | Hold |
29
| – | – | ﹤0.01% | 3226 |
|
|
2022
Q4 | $2.61K | Buy |
+29
| New | +$2.61K | ﹤0.01% | 3170 |
|
|
2018
Q4 | – | Sell |
-1,443
| Closed | -$127K | – | 644 |
|
|
2018
Q3 | $127K | Buy |
+1,443
| New | +$127K | 0.02% | 578 |
|