Joseph P. Lucia & Associates’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$249K Sell
2023
Q1
$257K Sell
2022
Q4
$252K Hold
2022
Q3
$239K Hold
2022
Q2
$238K Hold
2022
Q1
$314K Hold
2021
Q4
$329K Hold
2021
Q3
$351K Hold
2021
Q2
$362K Buy
2021
Q1
$203K Hold
2020
Q4
$193K Buy
2020
Q3
Sell
2020
Q2
$93K Hold
2020
Q1
$75K Buy
2019
Q4
$79K Buy