United Capital Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-3,342
| Closed | -$234K | – | 1389 |
|
|
2018
Q4 | $234K | Sell |
3,342
-65,439
| -95% | -$4.58M | ﹤0.01% | 1152 |
|
|
2018
Q3 | $6.04M | Sell |
68,781
-32,773
| -32% | -$2.88M | 0.04% | 399 |
|
|
2018
Q2 | $7.94M | Buy |
+101,554
| New | +$7.94M | 0.06% | 339 |
|
|
2016
Q4 | – | Sell |
-179,518
| Closed | -$9.31M | – | 1336 |
|
|
2016
Q3 | $9.31M | Buy |
+179,518
| New | +$9.31M | 0.09% | 278 |
|