Integrated Wealth Management’s SPDR S&P Health Care Services ETF XHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-204
| Closed | -$11K | – | 1022 |
|
|
2016
Q3 | $11K | Hold |
204
| – | – | ﹤0.01% | 747 |
|
|
2016
Q2 | $12K | Hold |
204
| – | – | ﹤0.01% | 720 |
|
|
2016
Q1 | $11K | Hold |
204
| – | – | ﹤0.01% | 686 |
|
|
2015
Q4 | $12K | Buy |
204
+2
| +1% | +$118 | 0.01% | 733 |
|
|
2015
Q3 | $12K | Sell |
202
-64
| -24% | -$3.8K | 0.01% | 727 |
|
|
2015
Q2 | $17K | Hold |
266
| – | – | 0.01% | 656 |
|
|
2015
Q1 | $16K | Buy |
+266
| New | +$16K | 0.01% | 634 |
|