Financial Advocates Investment Management’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-33,270
Closed -$3.05M 786
2023
Q3
$3.05M Buy
+33,270
New +$2.97M 0.23% 114
2022
Q2
Sell
-2,229
Closed -$249K 799
2022
Q1
$249K Sell
2,229
-15,023
-87% -$1.6M 0.02% 628
2021
Q4
$2.02M Buy
17,252
+746
+5% +$90.3K 0.14% 195
2021
Q3
$2.07M Buy
16,506
+839
+5% +$107K 0.14% 174
2021
Q2
$1.98M Buy
15,667
+949
+6% +$116K 0.14% 185
2021
Q1
$1.76M Sell
14,718
-48,698
-77% -$5.87M 0.13% 194
2020
Q4
$3.04M Buy
63,416
+53,699
+553% +$5.65M 0.21% 105
2020
Q3
$947K Buy
9,717
+1,006
+12% +$95.4K 0.08% 262
2020
Q2
$775K Sell
8,711
-1,725
-17% -$144K 0.08% 283
2020
Q1
$748K Buy
+10,436
New +$849K 0.11% 219

Other funds holding XHE