Center for Financial Planning’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
Q3 | – | Sell |
-160
| Closed | -$13.5K | – | 608 |
|
|
2024
Q2 | $13.5K | Hold |
160
| – | – | ﹤0.01% | 358 |
|
|
2024
Q1 | $14.1K | Hold |
160
| – | – | ﹤0.01% | 362 |
|
|
2023
Q4 | $13.5K | Hold |
160
| – | – | ﹤0.01% | 334 |
|
|
2023
Q3 | $12.5K | Hold |
160
| – | – | ﹤0.01% | 334 |
|
|
2023
Q2 | $15.7K | Hold |
160
| – | – | ﹤0.01% | 335 |
|
|
2023
Q1 | $15K | Hold |
160
| – | – | ﹤0.01% | 313 |
|
|
2022
Q4 | $14.4K | Hold |
160
| – | – | ﹤0.01% | 317 |
|
|
2022
Q3 | $14K | Hold |
160
| – | – | ﹤0.01% | 323 |
|
|
2022
Q2 | $14K | Hold |
160
| – | – | ﹤0.01% | 331 |
|
|
2022
Q1 | $18K | Hold |
160
| – | – | ﹤0.01% | 318 |
|
|
2021
Q4 | $19K | Hold |
160
| – | – | ﹤0.01% | 314 |
|
|
2021
Q3 | $20K | Hold |
160
| – | – | ﹤0.01% | 307 |
|
|
2021
Q2 | $21K | Hold |
160
| – | – | 0.01% | 305 |
|
|
2021
Q1 | $19K | Hold |
160
| – | – | 0.01% | 315 |
|
|
2020
Q4 | $18K | Buy |
+160
| New | +$18K | 0.01% | 300 |
|