KWB Wealth’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
2023 Q4	–	Sell	-2,837	Closed	-$279K	–	145
2023 Q3	$279K	Sell	2,837 -190	-6%	-$18.7K	0.04%	108
2023 Q2	$298K	Buy	+3,027	New	+$298K	0.05%	104