Cornerstone Advisory’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	$650K	Hold	8,000	–	–	0.07%	129
2025 Q1	$628K	Hold	8,000	–	–	0.07%	125
2024 Q4	$731K	Hold	8,000	–	–	0.08%	110
2024 Q3	$724K	Hold	8,000	–	–	0.1%	102
2024 Q2	$675K	Hold	8,000	–	–	0.1%	107
2024 Q1	$704K	Hold	8,000	–	–	0.1%	113
2023 Q4	$674K	Hold	8,000	–	–	0.11%	113
2023 Q3	$625K	Hold	8,000	–	–	0.11%	112
2023 Q2	$787K	Hold	8,000	–	–	0.14%	98
2023 Q1	$749K	Hold	8,000	–	–	0.13%	108
2022 Q4	$719K	Hold	8,000	–	–	0.14%	99
2022 Q3	$683K	Hold	8,000	–	–	0.15%	94
2022 Q2	$679K	Hold	8,000	–	–	0.16%	96
2022 Q1	$896K	Hold	8,000	–	–	0.14%	119
2021 Q4	$938K	Hold	8,000	–	–	0.13%	117
2021 Q3	$1M	Hold	8,000	–	–	0.17%	99
2021 Q2	$1.03M	Hold	8,000	–	–	0.17%	95
2021 Q1	$957K	Hold	8,000	–	–	0.18%	95
2020 Q4	$911K	Hold	8,000	–	–	0.18%	101
2020 Q3	$779K	Hold	8,000	–	–	0.18%	101
2020 Q2	$715K	Buy	8,000 +2,000	+33%	+$179K	0.19%	91
2020 Q1	$430K	Buy	6,000 +500	+9%	+$35.8K	0.13%	102
2019 Q4	$471K	Sell	5,500 -92	-2%	-$7.88K	0.1%	117
2019 Q3	$437K	Buy	5,592 +92	+2%	+$7.19K	0.09%	117
2019 Q2	$450K	Hold	5,500	–	–	0.1%	109
2019 Q1	$442K	Hold	5,500	–	–	0.1%	110
2018 Q4	$385K	Hold	5,500	–	–	0.1%	107
2018 Q3	$483K	Hold	5,500	–	–	0.14%	93
2018 Q2	$430K	Hold	5,500	–	–	0.14%	100
2018 Q1	$384K	Sell	5,500 -1,500	-21%	-$105K	0.14%	103
2017 Q4	$451K	Hold	7,000	–	–	0.15%	98
2017 Q3	$440K	Hold	7,000	–	–	0.15%	100
2017 Q2	$430K	Buy	7,000 +2,000	+40%	+$123K	0.14%	93
2017 Q1	$281K	Buy	+5,000	New	+$281K	0.14%	94