IFP 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
Q3 | – | Sell |
-24
| Closed | -$2.03K | – | 3457 |
|
|
2024
Q2 | $2.03K | Buy |
+24
| New | +$2.03K | ﹤0.01% | 2811 |
|
|
2023
Q1 | – | Sell |
-996
| Closed | -$77K | – | 4461 |
|
|
2022
Q4 | $77K | Buy |
996
+306
| +44% | +$23.7K | ﹤0.01% | 1933 |
|
|
2022
Q3 | $53K | Hold |
690
| – | – | ﹤0.01% | 2329 |
|
|
2022
Q2 | $53K | Hold |
690
| – | – | ﹤0.01% | 2136 |
|
|
2022
Q1 | $53K | Buy |
+690
| New | +$53K | ﹤0.01% | 2136 |
|
|
2021
Q3 | – | Sell |
-65
| Closed | -$8K | – | 4666 |
|
|
2021
Q2 | $8K | Hold |
65
| – | – | ﹤0.01% | 2300 |
|
|
2021
Q1 | $8K | Sell |
65
-1,071
| -94% | -$132K | ﹤0.01% | 2226 |
|
|
2020
Q4 | $130K | Buy |
1,136
+179
| +19% | +$20.5K | 0.01% | 1001 |
|
|
2020
Q3 | $93K | Buy |
957
+202
| +27% | +$19.6K | 0.01% | 1031 |
|
|
2020
Q2 | $67K | Sell |
755
-211
| -22% | -$18.7K | 0.01% | 1083 |
|
|
2020
Q1 | $69K | Buy |
966
+128
| +15% | +$9.14K | 0.01% | 980 |
|
|
2019
Q4 | $74K | Buy |
838
+241
| +40% | +$21.3K | 0.01% | 1088 |
|
|
2019
Q3 | $44K | Buy |
+597
| New | +$44K | ﹤0.01% | 1430 |
|
|
2019
Q1 | – | Sell |
-100
| Closed | -$7K | – | 3456 |
|
|
2018
Q4 | $7K | Buy |
100
+50
| +100% | +$3.5K | ﹤0.01% | 2668 |
|
|
2018
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 3298 |
|