Meridian Financial’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
Q1 | – | Sell |
-2,475
| Closed | -$219K | – | 128 |
|
|
2024
Q4 | $219K | Sell |
2,475
-100
| -4% | -$8.85K | 0.15% | 107 |
|
|
2024
Q3 | $233K | Sell |
2,575
-26
| -1% | -$2.35K | 0.16% | 117 |
|
|
2024
Q2 | $220K | Hold |
2,601
| – | – | 0.16% | 116 |
|
|
2024
Q1 | $229K | Hold |
2,601
| – | – | 0.17% | 111 |
|
|
2023
Q4 | $219K | Buy |
+2,601
| New | +$219K | 0.17% | 103 |
|
|
2023
Q3 | – | Sell |
-2,501
| Closed | -$246K | – | 101 |
|
|
2023
Q2 | $246K | Hold |
2,501
| – | – | 0.22% | 84 |
|
|
2023
Q1 | $234K | Sell |
2,501
-74
| -3% | -$6.93K | 0.23% | 88 |
|
|
2022
Q4 | $231K | Hold |
2,575
| – | – | 0.24% | 82 |
|
|
2022
Q3 | $220K | Hold |
2,575
| – | – | 0.26% | 80 |
|
|
2022
Q2 | $219K | Buy |
2,575
+300
| +13% | +$25.5K | 0.25% | 80 |
|
|
2022
Q1 | $255K | Buy |
2,275
+550
| +32% | +$61.6K | 0.26% | 73 |
|
|
2021
Q4 | $202K | Buy |
+1,725
| New | +$202K | 0.19% | 97 |
|