IAG Wealth Partners’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 |
-189
| Closed | -$21K | – | 489 |
|
|
2022
Q1 | $21K | Hold |
189
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $22K | Hold |
189
| – | – | 0.01% | 218 |
|
|
2021
Q3 | $24K | Hold |
189
| – | – | 0.01% | 188 |
|
|
2021
Q2 | $25K | Buy |
189
+89
| +89% | +$11.8K | 0.01% | 174 |
|
|
2021
Q1 | $12K | Hold |
100
| – | – | ﹤0.01% | 247 |
|
|
2020
Q4 | $12K | Buy |
+100
| New | +$12K | ﹤0.01% | 225 |
|