Geneos Wealth 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
Q1 | – | Sell |
-96
| Closed | -$8.63K | – | 2113 |
|
|
2022
Q4 | $8.63K | Buy |
+96
| New | +$8.63K | ﹤0.01% | 1570 |
|
|
2021
Q4 | – | Sell |
-105
| Closed | -$13K | – | 2890 |
|
|
2021
Q3 | $13K | Hold |
105
| – | – | ﹤0.01% | 2122 |
|
|
2021
Q2 | $13K | Sell |
105
-19
| -15% | -$2.35K | ﹤0.01% | 2108 |
|
|
2021
Q1 | $15K | Hold |
124
| – | – | ﹤0.01% | 2220 |
|
|
2020
Q4 | $14K | Buy |
124
+19
| +18% | +$2.15K | ﹤0.01% | 2096 |
|
|
2020
Q3 | $9K | Hold |
105
| – | – | ﹤0.01% | 2006 |
|
|
2020
Q2 | $8K | Hold |
105
| – | – | ﹤0.01% | 2016 |
|
|
2020
Q1 | $7K | Hold |
105
| – | – | ﹤0.01% | 1959 |
|
|
2019
Q4 | $9K | Hold |
105
| – | – | ﹤0.01% | 2024 |
|
|
2019
Q3 | $8K | Hold |
105
| – | – | ﹤0.01% | 1984 |
|
|
2019
Q2 | $8K | Hold |
105
| – | – | ﹤0.01% | 1994 |
|
|
2019
Q1 | $8K | Sell |
105
-2
| -2% | -$152 | ﹤0.01% | 1923 |
|
|
2018
Q4 | $7K | Buy |
107
+2
| +2% | +$131 | ﹤0.01% | 1907 |
|
|
2018
Q3 | $9K | Hold |
105
| – | – | ﹤0.01% | 1895 |
|
|
2018
Q2 | $8K | Hold |
105
| – | – | ﹤0.01% | 1810 |
|
|
2018
Q1 | $7K | Hold |
105
| – | – | ﹤0.01% | 1786 |
|
|
2017
Q4 | $6K | Sell |
105
-200
| -66% | -$11.4K | ﹤0.01% | 1784 |
|
|
2017
Q3 | $19K | Hold |
305
| – | – | ﹤0.01% | 1346 |
|
|
2017
Q2 | $18K | Hold |
305
| – | – | ﹤0.01% | 1324 |
|
|
2017
Q1 | $17K | Hold |
305
| – | – | ﹤0.01% | 1308 |
|
|
2016
Q4 | $15K | Buy |
305
+200
| +190% | +$9.84K | ﹤0.01% | 1312 |
|
|
2016
Q3 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 1595 |
|