PWS
Paragon Wealth Strategies’s SPDR S&P Health Care Equipment ETF XHE Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-158,163
| Closed | -$12.7M | – | 53 |
|
2019
Q1 | $12.7M | Buy |
158,163
+151,283
| +2,199% | +$12.2M | 7.38% | 5 |
|
2018
Q4 | $475K | Sell |
6,880
-196,120
| -97% | -$13.5M | 0.34% | 32 |
|
2018
Q3 | $17.8M | Buy |
203,000
+102,154
| +101% | +$8.97M | 11.05% | 4 |
|
2018
Q2 | $7.89M | Buy |
+100,846
| New | +$7.89M | 5.6% | 8 |
|