Corient Private Wealth
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Corient Private Wealth’s SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Corient Private Wealth’s Portfolio XHE Stock Details XHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,800
Closed -$356K – 2158
2023
Q1 		$356K Buy
3,800
+100
+3% +$9.36K ﹤0.01% 1516
2022
Q4 		$333K Buy
+3,700
New +$333K ﹤0.01% 1294