Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,198
| Closed | -$102K | – | 1968 |
|
|
2022
Q2 | $102K | Hold |
1,198
| – | – | 0.02% | 539 |
|
|
2022
Q1 | $134K | Buy |
1,198
+231
| +24% | +$25.8K | 0.02% | 500 |
|
|
2021
Q4 | $113K | Sell |
967
-5
| -0.5% | -$584 | 0.02% | 623 |
|
|
2021
Q3 | $122K | Buy |
972
+113
| +13% | +$14.2K | 0.02% | 584 |
|
|
2021
Q2 | $111K | Buy |
859
+108
| +14% | +$14K | 0.02% | 592 |
|
|
2021
Q1 | $90K | Sell |
751
-12
| -2% | -$1.44K | 0.02% | 589 |
|
|
2020
Q4 | $87K | Buy |
763
+200
| +36% | +$22.8K | 0.02% | 544 |
|
|
2020
Q3 | $55K | Buy |
563
+190
| +51% | +$18.6K | 0.02% | 521 |
|
|
2020
Q2 | $33K | Hold |
373
| – | – | 0.01% | 614 |
|
|
2020
Q1 | $27K | Hold |
373
| – | – | 0.01% | 587 |
|
|
2019
Q4 | $32K | Buy |
373
+39
| +12% | +$3.35K | 0.01% | 584 |
|
|
2019
Q3 | $26K | Buy |
+334
| New | +$26K | 0.01% | 584 |
|