CWA
Clarus Wealth Advisors’s SPDR S&P Health Care Equipment ETF XHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,682
| Closed | -$1.2M | – | 121 |
|
|
2021
Q3 | $1.2M | Buy |
9,682
+585
| +6% | +$72.6K | 0.74% | 31 |
|
|
2021
Q2 | $1.17M | Sell |
9,097
-13
| -0.1% | -$1.67K | 0.73% | 31 |
|
|
2021
Q1 | $1.11M | Sell |
9,110
-644
| -7% | -$78.3K | 0.69% | 33 |
|
|
2020
Q4 | $1.16M | Buy |
9,754
+90
| +0.9% | +$10.7K | 0.77% | 29 |
|
|
2020
Q3 | $952K | Sell |
9,664
-427
| -4% | -$42.1K | 0.74% | 31 |
|
|
2020
Q2 | $915K | Buy |
10,091
+416
| +4% | +$37.7K | 0.77% | 28 |
|
|
2020
Q1 | $660K | Buy |
9,675
+1,050
| +12% | +$71.6K | 0.66% | 38 |
|
|
2019
Q4 | $749K | Buy |
+8,625
| New | +$749K | 0.49% | 56 |
|