Kovitz Investment Group Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $532K | Buy |
6,557
+2,323
| +55% | +$189K | ﹤0.01% | 946 |
|
|
2025
Q1 | $348K | Sell |
4,234
-1,341
| -24% | -$110K | ﹤0.01% | 1001 |
|
|
2024
Q4 | $493K | Buy |
5,575
+311
| +6% | +$27.5K | ﹤0.01% | 889 |
|
|
2024
Q3 | $476K | Sell |
5,264
-129
| -2% | -$11.7K | ﹤0.01% | 761 |
|
|
2024
Q2 | $455K | Sell |
5,393
-412
| -7% | -$34.8K | ﹤0.01% | 661 |
|
|
2024
Q1 | $510K | Buy |
+5,805
| New | +$510K | 0.01% | 500 |
|