JPLA
Joseph P. Lucia & Associates’s SPDR S&P Health Care Equipment ETF XHE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,532
| Closed | -$249K | – | 118 |
|
|
2023
Q2 | $249K | Sell |
2,532
-210
| -8% | -$20.7K | 0.17% | 95 |
|
|
2023
Q1 | $257K | Sell |
2,742
-61
| -2% | -$5.71K | 0.18% | 97 |
|
|
2022
Q4 | $252K | Hold |
2,803
| – | – | 0.19% | 96 |
|
|
2022
Q3 | $239K | Hold |
2,803
| – | – | 0.19% | 94 |
|
|
2022
Q2 | $238K | Hold |
2,803
| – | – | 0.17% | 94 |
|
|
2022
Q1 | $314K | Hold |
2,803
| – | – | 0.19% | 86 |
|
|
2021
Q4 | $329K | Hold |
2,803
| – | – | 0.21% | 92 |
|
|
2021
Q3 | $351K | Hold |
2,803
| – | – | 0.21% | 96 |
|
|
2021
Q2 | $362K | Buy |
2,803
+1,106
| +65% | +$143K | 0.22% | 96 |
|
|
2021
Q1 | $203K | Hold |
1,697
| – | – | 0.09% | 112 |
|
|
2020
Q4 | $193K | Buy |
+1,697
| New | +$193K | 0.13% | 104 |
|
|
2020
Q3 | – | Sell |
-1,045
| Closed | -$93K | – | 471 |
|
|
2020
Q2 | $93K | Hold |
1,045
| – | – | 0.08% | 141 |
|
|
2020
Q1 | $75K | Buy |
1,045
+117
| +13% | +$8.4K | 0.08% | 139 |
|
|
2019
Q4 | $79K | Buy |
+928
| New | +$79K | 0.07% | 145 |
|