EP Wealth Advisors’s SPDR S&P Health Care Services ETF XHS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,375
Closed -$117K 717
2022
Q4
$117K Buy
+1,375
New +$117K ﹤0.01% 589