IHT 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
Q3 | – | Sell |
-2,917
| Closed | -$287K | – | 1030 |
|
|
2023
Q2 | $287K | Sell |
2,917
-277
| -9% | -$27.3K | 0.02% | 744 |
|
|
2023
Q1 | $299K | Sell |
3,194
-35
| -1% | -$3.28K | 0.02% | 707 |
|
|
2022
Q4 | $290K | Hold |
3,229
| – | – | 0.02% | 668 |
|
|
2022
Q3 | $276K | Buy |
3,229
+108
| +3% | +$9.23K | 0.02% | 649 |
|
|
2022
Q2 | $265K | Sell |
3,121
-551
| -15% | -$46.8K | 0.02% | 569 |
|
|
2022
Q1 | $411K | Sell |
3,672
-3,379
| -48% | -$378K | 0.03% | 477 |
|
|
2021
Q4 | $827K | Buy |
7,051
+285
| +4% | +$33.4K | 0.06% | 307 |
|
|
2021
Q3 | $847K | Buy |
6,766
+409
| +6% | +$51.2K | 0.07% | 282 |
|
|
2021
Q2 | $821K | Sell |
6,357
-347
| -5% | -$44.8K | 0.05% | 376 |
|
|
2021
Q1 | $802K | Sell |
6,704
-96
| -1% | -$11.5K | 0.06% | 323 |
|
|
2020
Q4 | $774K | Buy |
6,800
+2,944
| +76% | +$335K | 0.06% | 290 |
|
|
2020
Q3 | $375K | Buy |
3,856
+807
| +26% | +$78.5K | 0.04% | 418 |
|
|
2020
Q2 | $273K | Buy |
+3,049
| New | +$273K | 0.04% | 437 |
|
|
2019
Q2 | – | Sell |
-2,491
| Closed | -$200K | – | 568 |
|
|
2019
Q1 | $200K | Buy |
+2,491
| New | +$200K | 0.03% | 465 |
|
|
2018
Q4 | – | Sell |
-2,782
| Closed | -$244K | – | 518 |
|
|
2018
Q3 | $244K | Hold |
2,782
| – | – | 0.05% | 367 |
|
|
2018
Q2 | $218K | Buy |
2,782
+937
| +51% | +$73.4K | 0.06% | 370 |
|
|
2018
Q1 | $126K | Hold |
1,845
| – | – | 0.03% | 433 |
|
|
2017
Q4 | $123K | Hold |
1,845
| – | – | 0.03% | 445 |
|
|
2017
Q3 | $117K | Buy |
1,845
+996
| +117% | +$63.2K | 0.05% | 326 |
|
|
2017
Q2 | $128 | Buy |
+849
| New | +$128 | 0.06% | 299 |
|