Foundations Investment Advisors’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
2024
Q2
Sell
-9,723
Closed -$855K 806
2024
Q1
$855K Sell
9,723
-11,010
-53% -$968K 0.02% 347
2023
Q4
$1.77M Buy
20,733
+8,369
+68% +$715K 0.05% 239
2023
Q3
$965K Buy
+12,364
New +$965K 0.03% 285