Stonebridge Financial Planning Group’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
Q4
Sell
-3,501
Closed -$273K 157
2023
Q3
$273K Sell
3,501
-469
-12% -$36.6K 0.18% 120
2023
Q2
$391K Buy
+3,970
New +$391K 0.24% 96