Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $833K | Buy |
7,103
+1,325
| +23% | +$155K | 0.05% | 354 |
|
|
2021
Q3 | $723K | Buy |
5,778
+23
| +0.4% | +$2.88K | 0.06% | 353 |
|
|
2021
Q2 | $744K | Buy |
5,755
+7
| +0.1% | +$905 | 0.06% | 341 |
|
|
2021
Q1 | $688K | Buy |
5,748
+1,067
| +23% | +$128K | 0.06% | 322 |
|
|
2020
Q4 | $533K | Sell |
4,681
-681
| -13% | -$77.5K | 0.05% | 354 |
|
|
2020
Q3 | $522K | Sell |
5,362
-608
| -10% | -$59.2K | 0.06% | 321 |
|
|
2020
Q2 | $534K | Buy |
5,970
+335
| +6% | +$30K | 0.06% | 283 |
|
|
2020
Q1 | $404K | Buy |
5,635
+118
| +2% | +$8.46K | 0.05% | 319 |
|
|
2019
Q4 | $473K | Buy |
5,517
+3,135
| +132% | +$269K | 0.05% | 386 |
|
|
2019
Q3 | $186K | Buy |
2,382
+808
| +51% | +$63.1K | 0.02% | 704 |
|
|
2019
Q2 | $129K | Buy |
+1,574
| New | +$129K | 0.01% | 824 |
|
|
2019
Q1 | – | Sell |
-699
| Closed | -$49K | – | 2149 |
|
|
2018
Q4 | $49K | Buy |
+699
| New | +$49K | 0.01% | 808 |
|