Clearview 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
Q1 | – | Sell |
-40
| Closed | -$5K | – | 704 |
|
|
2021
Q4 | $5K | Sell |
40
-60
| -60% | -$7.5K | ﹤0.01% | 496 |
|
|
2021
Q3 | $13K | Hold |
100
| – | – | 0.01% | 386 |
|
|
2021
Q2 | $13K | Hold |
100
| – | – | 0.01% | 390 |
|
|
2021
Q1 | $12K | Sell |
100
-150
| -60% | -$18K | 0.01% | 389 |
|
|
2020
Q4 | $28K | Buy |
+250
| New | +$28K | 0.02% | 263 |
|