Aevitas Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value 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% +$181 0.05% 184
2018
Q3
$51K Buy
539
+2
+0.4% +$181 0.05% 198
2018
Q2
$45K Buy
537
+2
+0.4% +$166 0.04% 204
2018
Q1
$44K Sell
535
-320
-37% -$27.3K 0.04% 188
2017
Q4
$71K Buy
+855
New +$70.5K 0.07% 164

Other funds holding XLV

Aevitas Wealth Management's XLV Position: Q2 2019 in Review

Aevitas Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2019, closing a stake of 543 shares — an estimated $49K sold.

Aevitas Wealth Management first reported a position in XLV in Q4 2017 and held it in 6 quarters. The position peaked at $71K in Q4 2017. 888 funds tracked by Wall St. Rank hold XLV as of Q2 2019.

  • Aevitas Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 543 State Street Health Care Select Sector SPDR ETF shares in Q2 2019, an estimated $49K.
  • Aevitas Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $71K in Q4 2017.
  • 888 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.