Gerber Kawasaki Wealth & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,998
| Closed | -$335K | – | 277 |
|
|
2022
Q1 | $335K | Buy |
2,998
+757
| +34% | +$84.6K | 0.03% | 193 |
|
|
2021
Q4 | $262K | Buy |
2,241
+327
| +17% | +$38.2K | 0.02% | 226 |
|
|
2021
Q3 | $239K | Buy |
1,914
+154
| +9% | +$19.2K | 0.03% | 165 |
|
|
2021
Q2 | $227K | Buy |
+1,760
| New | +$227K | 0.02% | 222 |
|
|
2016
Q1 | – | Sell |
-5,160
| Closed | -$229K | – | 85 |
|
|
2015
Q4 | $229K | Buy |
+5,160
| New | +$229K | 0.16% | 73 |
|