Creative Planning’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 |
-1,846
| Closed | -$217K | – | 2374 |
|
2021
Q4 | $217K | Hold |
1,846
| – | – | ﹤0.01% | 1822 |
|
2021
Q3 | $231K | Buy |
+1,846
| New | +$231K | ﹤0.01% | 1772 |
|
2017
Q1 | – | Sell |
-58
| Closed | -$3K | – | 4700 |
|
2016
Q4 | $3K | Hold |
58
| – | – | ﹤0.01% | 4080 |
|
2016
Q3 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 4018 |
|