RSWM
Robertson Stephens Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,090
| Closed | -$241K | – | 480 |
|
|
2023
Q3 | $241K | Sell |
3,090
-1,650
| -35% | -$129K | 0.02% | 404 |
|
|
2023
Q2 | $466K | Sell |
4,740
-6,820
| -59% | -$671K | 0.03% | 289 |
|
|
2023
Q1 | $1.08M | Hold |
11,560
| – | – | 0.08% | 191 |
|
|
2022
Q4 | $1.04M | Buy |
+11,560
| New | +$1.04M | 0.1% | 170 |
|