OneDigital Investment Advisors’s SPDR S&P Health Care Services ETF XHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,068
| Closed | -$441K | – | 590 |
|
|
2019
Q4 | $441K | Hold |
6,068
| – | – | 0.03% | 327 |
|
|
2019
Q3 | $378K | Sell |
6,068
-7,010
| -54% | -$437K | 0.03% | 331 |
|
|
2019
Q2 | $870K | Buy |
13,078
+6,226
| +91% | +$414K | 0.07% | 173 |
|
|
2019
Q1 | $442K | Sell |
6,852
-981
| -13% | -$63.3K | 0.06% | 185 |
|
|
2018
Q4 | $490K | Buy |
+7,833
| New | +$490K | 0.08% | 160 |
|
|
2018
Q3 | – | Sell |
-6,147
| Closed | -$427K | – | 1283 |
|
|
2018
Q2 | $427K | Sell |
6,147
-1,422
| -19% | -$98.8K | 0.09% | 134 |
|
|
2018
Q1 | $477K | Hold |
7,569
| – | – | 0.1% | 135 |
|
|
2017
Q4 | $466K | Buy |
+7,569
| New | +$466K | 0.05% | 135 |
|