Peak Financial Advisors’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
2023 Q3	–	Sell	-35,555	Closed	-$3.5M	–	77
2023 Q2	$3.5M	Buy	35,555 +1,001	+3%	+$98.5K	2.75%	12
2023 Q1	$3.23M	Buy	+34,554	New	+$3.23M	2.73%	10