Patriot Financial Group Insurance Agency’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-352
| Closed | -$37K | – | 2273 |
|
|
2021
Q4 | $37K | Sell |
352
-381
| -52% | -$40K | 0.01% | 991 |
|
|
2021
Q3 | $76K | Sell |
733
-400
| -35% | -$41.5K | 0.01% | 737 |
|
|
2021
Q2 | $129K | Buy |
1,133
+1
| +0.1% | +$114 | 0.02% | 549 |
|
|
2021
Q1 | $120K | Hold |
1,132
| – | – | 0.03% | 509 |
|
|
2020
Q4 | $110K | Buy |
+1,132
| New | +$110K | 0.03% | 477 |
|