Millington 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
Q2 | – | Sell |
-31,253
| Closed | -$2.75M | – | 86 |
|
|
2024
Q1 | $2.75M | Sell |
31,253
-444
| -1% | -$39K | 1.96% | 15 |
|
|
2023
Q4 | $2.67M | Sell |
31,697
-2,305
| -7% | -$194K | 2.14% | 13 |
|
|
2023
Q3 | $2.65M | Buy |
34,002
+1,094
| +3% | +$85.4K | 2.38% | 12 |
|
|
2023
Q2 | $3.24M | Sell |
32,908
-1,304
| -4% | -$128K | 2.88% | 10 |
|
|
2023
Q1 | $3.2M | Sell |
34,212
-1,367
| -4% | -$128K | 2.96% | 12 |
|
|
2022
Q4 | $3.2M | Buy |
+35,579
| New | +$3.2M | 3.12% | 10 |
|