Cassady Schiller Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-56
| Closed | -$4.93K | – | 500 |
|
|
2024
Q1 | $4.93K | Hold |
56
| – | – | ﹤0.01% | 372 |
|
|
2023
Q4 | $4.72K | Hold |
56
| – | – | ﹤0.01% | 363 |
|
|
2023
Q3 | $4.37K | Hold |
56
| – | – | ﹤0.01% | 379 |
|
|
2023
Q2 | $5.51K | Hold |
56
| – | – | ﹤0.01% | 379 |
|
|
2023
Q1 | $5.24K | Hold |
56
| – | – | ﹤0.01% | 355 |
|
|
2022
Q4 | $5.03K | Buy |
+56
| New | +$5.03K | ﹤0.01% | 367 |
|
|
2022
Q1 | – | Sell |
-56
| Closed | -$7K | – | 617 |
|
|
2021
Q4 | $7K | Buy |
+56
| New | +$7K | ﹤0.01% | 343 |
|