WealthPLAN Partners’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
Q3 | – | Sell |
-116
| Closed | -$11.4K | – | 1191 |
|
|
2023
Q2 | $11.4K | Buy |
116
+1
| +0.9% | +$98 | ﹤0.01% | 772 |
|
|
2023
Q1 | $10.8K | Buy |
+115
| New | +$10.8K | ﹤0.01% | 847 |
|
|
2018
Q3 | – | Sell |
-2,569
| Closed | -$201K | – | 290 |
|
|
2018
Q2 | $201K | Buy |
+2,569
| New | +$201K | 0.04% | 249 |
|
|
2016
Q3 | $4.1K | Hold |
80
| – | – | ﹤0.01% | 759 |
|
|
2016
Q2 | $3.77K | Buy |
+80
| New | +$3.77K | ﹤0.01% | 2080 |
|
|
2015
Q4 | $3.57K | Buy |
+80
| New | +$3.57K | ﹤0.01% | 1409 |
|