Clear Creek Financial 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 | $870K | Sell |
10,713
-4,116
| -28% | -$334K | 0.08% | 243 |
|
|
2025
Q1 | $1.22M | Sell |
14,829
-1,327
| -8% | -$109K | 0.13% | 165 |
|
|
2024
Q4 | $1.43M | Sell |
16,156
-2,186
| -12% | -$193K | 0.15% | 133 |
|
|
2024
Q3 | $1.66M | Buy |
18,342
+383
| +2% | +$34.7K | 0.19% | 109 |
|
|
2024
Q2 | $1.52M | Buy |
17,959
+310
| +2% | +$26.2K | 0.18% | 109 |
|
|
2024
Q1 | $1.55M | Buy |
17,649
+13,895
| +370% | +$1.22M | 0.2% | 103 |
|
|
2023
Q4 | $316K | Buy |
3,754
+361
| +11% | +$30.4K | 0.05% | 259 |
|
|
2023
Q3 | $265K | Buy |
3,393
+50
| +1% | +$3.9K | 0.05% | 249 |
|
|
2023
Q2 | $329K | Sell |
3,343
-115
| -3% | -$11.3K | 0.06% | 230 |
|
|
2023
Q1 | $324K | Sell |
3,458
-95
| -3% | -$8.89K | 0.06% | 218 |
|
|
2022
Q4 | $319K | Sell |
3,553
-200
| -5% | -$18K | 0.07% | 199 |
|
|
2022
Q3 | $320K | Buy |
3,753
+20
| +0.5% | +$1.71K | 0.07% | 185 |
|
|
2022
Q2 | $317K | Buy |
3,733
+156
| +4% | +$13.2K | 0.07% | 210 |
|
|
2022
Q1 | $401K | Buy |
3,577
+51
| +1% | +$5.72K | 0.06% | 211 |
|
|
2021
Q4 | $414K | Sell |
3,526
-35
| -1% | -$4.11K | 0.06% | 205 |
|
|
2021
Q3 | $446K | Sell |
3,561
-225
| -6% | -$28.2K | 0.07% | 195 |
|
|
2021
Q2 | $489K | Buy |
+3,786
| New | +$489K | 0.08% | 184 |
|
|
2021
Q1 | – | Sell |
-4,236
| Closed | -$482K | – | 272 |
|
|
2020
Q4 | $482K | Buy |
+4,236
| New | +$482K | 0.09% | 190 |
|
|
2020
Q3 | – | Sell |
-4,453
| Closed | -$398K | – | 266 |
|
|
2020
Q2 | $398K | Buy |
4,453
+15
| +0.3% | +$1.34K | 0.1% | 139 |
|
|
2020
Q1 | $354K | Buy |
4,438
+734
| +20% | +$58.5K | 0.13% | 101 |
|
|
2019
Q4 | $324K | Sell |
3,704
-130
| -3% | -$11.4K | 0.13% | 87 |
|
|
2019
Q3 | $310K | Sell |
3,834
-1,100
| -22% | -$88.9K | 0.15% | 81 |
|
|
2019
Q2 | $403K | Buy |
+4,934
| New | +$403K | 0.17% | 77 |
|