Great Valley Advisor Group’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 |
-1,944
| Closed | -$218K | – | 728 |
|
|
2022
Q1 | $218K | Buy |
+1,944
| New | +$218K | 0.01% | 549 |
|
|
2021
Q3 | – | Sell |
-1,701
| Closed | -$220K | – | 592 |
|
|
2021
Q2 | $220K | Hold |
1,701
| – | – | 0.02% | 508 |
|
|
2021
Q1 | $203K | Buy |
+1,701
| New | +$203K | 0.02% | 480 |
|
|
2019
Q3 | – | Sell |
-2,503
| Closed | -$205K | – | 356 |
|
|
2019
Q2 | $205K | Buy |
+2,503
| New | +$205K | 0.05% | 320 |
|