LGT Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,727
| Closed | -$399K | – | 800 |
|
|
2024
Q2 | $399K | Hold |
4,727
| – | – | 0.84% | 25 |
|
|
2024
Q1 | $416K | Hold |
4,727
| – | – | 0.48% | 41 |
|
|
2023
Q4 | $398K | Hold |
4,727
| – | – | 0.49% | 43 |
|
|
2023
Q3 | $369K | Hold |
4,727
| – | – | 0.47% | 42 |
|
|
2023
Q2 | $465K | Buy |
+4,727
| New | +$465K | 0.5% | 55 |
|
|
2023
Q1 | – | Sell |
-4,727
| Closed | -$425K | – | 201 |
|
|
2022
Q4 | $425K | Buy |
+4,727
| New | +$425K | 0.5% | 41 |
|