Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-33,270
| Closed | -$3.05M | – | 774 |
|
|
2023
Q3 | $3.05M | Buy |
+33,270
| New | +$3.05M | 0.22% | 113 |
|
|
2022
Q2 | – | Sell |
-2,229
| Closed | -$249K | – | 797 |
|
|
2022
Q1 | $249K | Sell |
2,229
-15,023
| -87% | -$1.68M | 0.02% | 627 |
|
|
2021
Q4 | $2.02M | Buy |
17,252
+746
| +5% | +$87.5K | 0.13% | 190 |
|
|
2021
Q3 | $2.07M | Buy |
16,506
+839
| +5% | +$105K | 0.14% | 173 |
|
|
2021
Q2 | $1.98M | Buy |
15,667
+949
| +6% | +$120K | 0.13% | 179 |
|
|
2021
Q1 | $1.76M | Sell |
14,718
-48,698
| -77% | -$5.82M | 0.12% | 189 |
|
|
2020
Q4 | $3.04M | Buy |
63,416
+53,699
| +553% | +$2.57M | 0.21% | 104 |
|
|
2020
Q3 | $947K | Buy |
9,717
+1,006
| +12% | +$98K | 0.08% | 254 |
|
|
2020
Q2 | $775K | Sell |
8,711
-1,725
| -17% | -$153K | 0.07% | 272 |
|
|
2020
Q1 | $748K | Buy |
+10,436
| New | +$748K | 0.11% | 218 |
|