Jackson 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
2020
Q3
Sell
-6,391
Closed -$571K 144
2020
Q2
$571K Buy
6,391
+173
+3% +$15.5K 0.1% 108
2020
Q1
$550K Sell
6,218
-341
-5% -$30.2K 0.12% 94
2019
Q4
$570K Buy
6,559
+453
+7% +$39.4K 0.09% 132
2019
Q3
$460K Buy
+6,106
New +$460K 0.1% 114