MGB Wealth Management’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
Q2 | $257K | Sell |
3,164
-189
| -6% | -$15.3K | 0.08% | 185 |
|
|
2025
Q1 | $276K | Sell |
3,353
-577
| -15% | -$47.4K | 0.1% | 177 |
|
|
2024
Q4 | $348K | Hold |
3,930
| – | – | 0.11% | 147 |
|
|
2024
Q3 | $356K | Sell |
3,930
-224
| -5% | -$20.3K | 0.13% | 144 |
|
|
2024
Q2 | $361K | Hold |
4,154
| – | – | 0.13% | 141 |
|
|
2024
Q1 | $365K | Sell |
4,154
-65
| -2% | -$5.71K | 0.15% | 139 |
|
|
2023
Q4 | $356K | Buy |
+4,219
| New | +$356K | 0.18% | 137 |
|