Western Wealth Management’s SPDR S&P Health Care Services ETF XHS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$230K Sell
2,310
-387
-14% -$38.5K 0.01% 639
2025
Q1
$265K Hold
2,697
0.02% 563
2024
Q4
$243K Sell
2,697
-134
-5% -$12.1K 0.02% 579
2024
Q3
$274K Sell
2,831
-276
-9% -$26.7K 0.02% 628
2024
Q2
$279K Sell
3,107
-500
-14% -$44.9K 0.02% 520
2024
Q1
$342K Sell
3,607
-197
-5% -$18.7K 0.03% 467
2023
Q4
$338K Hold
3,804
0.02% 524
2023
Q3
$317K Sell
3,804
-225
-6% -$18.7K 0.03% 495
2023
Q2
$378K Sell
4,029
-224
-5% -$21K 0.03% 446
2023
Q1
$368K Buy
4,253
+89
+2% +$7.7K 0.03% 448
2022
Q4
$353K Sell
4,164
-4,514
-52% -$383K 0.04% 422
2022
Q3
$763K Buy
8,678
+918
+12% +$80.7K 0.04% 377
2022
Q2
$638K Sell
7,760
-550
-7% -$45.2K 0.04% 411
2022
Q1
$842K Sell
8,310
-5,577
-40% -$565K 0.04% 378
2021
Q4
$1.48M Buy
+13,887
New +$1.48M 0.15% 148
2021
Q2
$700K Sell
6,126
-16
-0.3% -$1.83K 0.07% 282
2021
Q1
$653K Buy
+6,142
New +$653K 0.09% 230