Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82K | Hold |
84
| – | – | ﹤0.01% | 3368 |
|
|
2025
Q1 | $6.91K | Hold |
84
| – | – | ﹤0.01% | 3266 |
|
|
2024
Q4 | $7.44K | Hold |
84
| – | – | ﹤0.01% | 3221 |
|
|
2024
Q3 | $7.6K | Hold |
84
| – | – | ﹤0.01% | 3054 |
|
|
2024
Q2 | $7.09K | Hold |
84
| – | – | ﹤0.01% | 2929 |
|
|
2024
Q1 | $7.39K | Hold |
84
| – | – | ﹤0.01% | 2922 |
|
|
2023
Q4 | $7.08K | Hold |
84
| – | – | ﹤0.01% | 2834 |
|
|
2023
Q3 | $6.56K | Hold |
84
| – | – | ﹤0.01% | 2734 |
|
|
2023
Q2 | $8.27K | Sell |
84
-23
| -21% | -$2.26K | ﹤0.01% | 2631 |
|
|
2023
Q1 | $10K | Buy |
107
+41
| +62% | +$3.84K | ﹤0.01% | 2539 |
|
|
2022
Q4 | $5.93K | Hold |
66
| – | – | ﹤0.01% | 2710 |
|
|
2022
Q3 | $6K | Hold |
66
| – | – | ﹤0.01% | 2729 |
|
|
2022
Q2 | $6K | Hold |
66
| – | – | ﹤0.01% | 2724 |
|
|
2022
Q1 | $7K | Hold |
66
| – | – | ﹤0.01% | 2796 |
|
|
2021
Q4 | $8K | Hold |
66
| – | – | ﹤0.01% | 2697 |
|
|
2021
Q3 | $8K | Buy |
66
+2
| +3% | +$242 | ﹤0.01% | 2694 |
|
|
2021
Q2 | $8K | Sell |
64
-250
| -80% | -$31.3K | ﹤0.01% | 6334 |
|
|
2021
Q1 | $37.6K | Buy |
314
+250
| +391% | +$29.9K | ﹤0.01% | 2137 |
|
|
2020
Q4 | $7K | Hold |
64
| – | – | ﹤0.01% | 2435 |
|
|
2020
Q3 | $6K | Hold |
64
| – | – | ﹤0.01% | 2327 |
|
|
2020
Q2 | $6K | Hold |
64
| – | – | ﹤0.01% | 2235 |
|
|
2020
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 2171 |
|
|
2019
Q4 | $5K | Hold |
64
| – | – | ﹤0.01% | 2262 |
|
|
2019
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 2265 |
|
|
2019
Q2 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 2243 |
|
|
2018
Q4 | – | Sell |
-64
| Closed | -$6K | – | 2191 |
|
|
2018
Q3 | $6K | Hold |
64
| – | – | ﹤0.01% | 2088 |
|
|
2018
Q2 | $5K | Hold |
64
| – | – | ﹤0.01% | 2021 |
|
|
2018
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 1876 |
|
|
2017
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 1591 |
|
|
2017
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 1371 |
|
|
2017
Q2 | $3K | Hold |
64
| – | – | ﹤0.01% | 1366 |
|
|
2017
Q1 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 1264 |
|