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New Insight Wealth Advisors’s SPDR S&P Health Care Equipment ETF XHE Stock Holding History

New Insight Wealth Advisors’s Portfolio XHE Stock Details XHE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,635
Closed -$222K – 93
2024
Q2 		$222K Sell
2,635
-557
-17% -$47K 0.13% 77
2024
Q1 		$281K Sell
3,192
-116
-4% -$10.2K 0.18% 64
2023
Q4 		$279K Buy
+3,308
New +$279K 0.19% 65