Surevest’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,099
| Closed | -$779K | – | 145 |
|
|
2019
Q4 | $779K | Sell |
9,099
-1,840
| -17% | -$158K | 0.33% | 96 |
|
|
2019
Q3 | $854K | Sell |
10,939
-1,062
| -9% | -$82.9K | 0.42% | 86 |
|
|
2019
Q2 | $982K | Sell |
12,001
-10,327
| -46% | -$845K | 0.51% | 77 |
|
|
2019
Q1 | $1.79M | Buy |
22,328
+2,615
| +13% | +$210K | 1.1% | 33 |
|
|
2018
Q4 | $1.38M | Buy |
+19,713
| New | +$1.38M | 1.09% | 32 |
|