World Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,870
| Closed | -$254K | – | 1112 |
|
|
2024
Q4 | $254K | Sell |
2,870
-58
| -2% | -$5.13K | 0.01% | 876 |
|
|
2024
Q3 | $265K | Buy |
2,928
+2
| +0.1% | +$181 | 0.01% | 776 |
|
|
2024
Q2 | $247K | Sell |
2,926
-106
| -3% | -$8.95K | 0.02% | 542 |
|
|
2024
Q1 | $267K | Buy |
3,032
+58
| +2% | +$5.1K | 0.04% | 324 |
|
|
2023
Q4 | $251K | Sell |
2,974
-632
| -18% | -$53.2K | 0.03% | 335 |
|
|
2023
Q3 | $282K | Hold |
3,606
| – | – | 0.06% | 210 |
|
|
2023
Q2 | $355K | Hold |
3,606
| – | – | 0.07% | 178 |
|
|
2023
Q1 | $338K | Sell |
3,606
-38
| -1% | -$3.56K | 0.07% | 171 |
|
|
2022
Q4 | $328K | Hold |
3,644
| – | – | 0.08% | 169 |
|
|
2022
Q3 | $311K | Hold |
3,644
| – | – | 0.07% | 179 |
|
|
2022
Q2 | $354K | Sell |
3,644
-180
| -5% | -$17.5K | 0.07% | 180 |
|
|
2022
Q1 | $428K | Hold |
3,824
| – | – | 0.09% | 164 |
|
|
2021
Q4 | $409K | Buy |
3,824
+6
| +0.2% | +$642 | 0.09% | 170 |
|
|
2021
Q3 | $478K | Buy |
3,818
+367
| +11% | +$45.9K | 0.11% | 128 |
|
|
2021
Q2 | $446K | Buy |
3,451
+254
| +8% | +$32.8K | 0.1% | 140 |
|
|
2021
Q1 | $368K | Buy |
3,197
+1,103
| +53% | +$127K | 0.09% | 154 |
|
|
2020
Q4 | $270K | Buy |
+2,094
| New | +$270K | 0.07% | 179 |
|