Mascoma Wealth Management’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
2022
Q1
Sell
-87
Closed -$10K 610
2021
Q4
$10K Sell
87
-457
-84% -$55.3K ﹤0.01% 410
2021
Q3
$68K Buy
+544
New +$69.5K 0.03% 177

Other funds holding XHE

Mascoma Wealth Management's XHE Position: Q1 2022 in Review

Mascoma Wealth Management sold out of State Street SPDR S&P Health Care Equipment ETF (XHE) in Q1 2022, closing a stake of 87 shares — an estimated $10K sold.

Mascoma Wealth Management first reported a position in XHE in Q3 2021 and held it in 2 quarters. The position peaked at $68K in Q3 2021. 129 funds tracked by Wall St. Rank hold XHE as of Q1 2022.

  • Mascoma Wealth Management reported no remaining State Street SPDR S&P Health Care Equipment ETF position as of Q1 2022 after selling out during the quarter.
  • Mascoma Wealth Management sold 87 State Street SPDR S&P Health Care Equipment ETF shares in Q1 2022, an estimated $10K.
  • Mascoma Wealth Management first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q3 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's State Street SPDR S&P Health Care Equipment ETF position peaked at $68K in Q3 2021.
  • 129 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2022.

Based on Mascoma Wealth Management's 13F filing for Q1 2022, filed 25 Apr 2022.