Summit Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,150
| Closed | -$241K | – | 208 |
|
|
2022
Q1 | $241K | Sell |
2,150
-370
| -15% | -$41.5K | 0.08% | 191 |
|
|
2021
Q4 | $296K | Sell |
2,520
-400
| -14% | -$47K | 0.1% | 179 |
|
|
2021
Q3 | $365K | Sell |
2,920
-93
| -3% | -$11.6K | 0.13% | 149 |
|
|
2021
Q2 | $390K | Hold |
3,013
| – | – | 0.15% | 140 |
|
|
2021
Q1 | $361K | Buy |
+3,013
| New | +$361K | 0.15% | 125 |
|