Aevitas Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-543
| Closed | -$49K | – | 363 |
|
|
2019
Q1 | $49K | Buy |
543
+2
| +0.4% | +$180 | 0.04% | 190 |
|
|
2018
Q4 | $47K | Buy |
541
+2
| +0.4% | +$174 | 0.05% | 184 |
|
|
2018
Q3 | $51K | Buy |
539
+2
| +0.4% | +$189 | 0.05% | 198 |
|
|
2018
Q2 | $45K | Buy |
537
+2
| +0.4% | +$168 | 0.04% | 204 |
|
|
2018
Q1 | $44K | Sell |
535
-320
| -37% | -$26.3K | 0.04% | 188 |
|
|
2017
Q4 | $71K | Buy |
+855
| New | +$71K | 0.07% | 164 |
|