AMJ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,974
| Closed | -$947K | – | 71 |
|
|
2022
Q4 | $947K | Buy |
6,974
+3,244
| +87% | +$441K | 0.56% | 29 |
|
|
2022
Q3 | $452K | Sell |
3,730
-2,697
| -42% | -$327K | 0.29% | 36 |
|
|
2022
Q2 | $824K | Buy |
6,427
+90
| +1% | +$11.5K | 0.7% | 25 |
|
|
2022
Q1 | $868K | Sell |
6,337
-312
| -5% | -$42.7K | 0.35% | 46 |
|
|
2021
Q4 | $937K | Buy |
6,649
+997
| +18% | +$141K | 0.34% | 47 |
|
|
2021
Q3 | $719K | Buy |
+5,652
| New | +$719K | 0.29% | 52 |
|