SWAG
Spectrum Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-50,115
| Closed | -$4.28M | – | 37 |
|
|
2022
Q3 | $4.28M | Buy |
50,115
+859
| +2% | +$73.3K | 5.37% | 6 |
|
|
2022
Q2 | $4.18M | Buy |
49,256
+1,716
| +4% | +$146K | 4.66% | 6 |
|
|
2022
Q1 | $5.33M | Buy |
47,540
+14,258
| +43% | +$1.6M | 5.14% | 5 |
|
|
2021
Q4 | $3.9M | Buy |
33,282
+742
| +2% | +$87K | 3.48% | 7 |
|
|
2021
Q3 | $4.07M | Buy |
32,540
+590
| +2% | +$73.8K | 4.02% | 7 |
|
|
2021
Q2 | $4.13M | Sell |
31,950
-599
| -2% | -$77.4K | 4.04% | 6 |
|
|
2021
Q1 | $3.89M | Buy |
32,549
+6,262
| +24% | +$749K | 3.72% | 5 |
|
|
2020
Q4 | $2.99M | Sell |
26,287
-24,875
| -49% | -$2.83M | 3.38% | 9 |
|
|
2020
Q3 | $4.95M | Buy |
51,162
+27,817
| +119% | +$2.69M | 3.17% | 9 |
|
|
2020
Q2 | $2.09M | Buy |
+23,345
| New | +$2.09M | 2.95% | 11 |
|