Lee Financial Group Hawaii’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
2022 Q1	–	Sell	-45,034	Closed	-$5.28M	–	40
2021 Q4	$5.28M	Sell	45,034 -413	-0.9%	-$48.4K	3.84%	7
2021 Q3	$5.69M	Sell	45,447 -15,385	-25%	-$1.92M	4.18%	8
2021 Q2	$7.86M	Sell	60,832 -286	-0.5%	-$37K	5.67%	9
2021 Q1	$7.31M	Buy	+61,118	New	+$7.31M	6%	8