Carolina Wealth Advisors’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 |
-38
| Closed | -$4K | – | 330 |
|
|
2022
Q1 | $4K | Hold |
38
| – | – | ﹤0.01% | 227 |
|
|
2021
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 229 |
|
|
2021
Q3 | $5K | Hold |
38
| – | – | ﹤0.01% | 213 |
|
|
2021
Q2 | $5K | Buy |
38
+3
| +9% | +$395 | ﹤0.01% | 227 |
|
|
2021
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 264 |
|
|
2020
Q4 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 195 |
|