Aris Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-2,910
| Closed | -$216K | – | 504 |
|
|
2015
Q2 | $216K | Buy |
2,910
+332
| +13% | +$24.6K | 0.2% | 98 |
|
|
2015
Q1 | $187K | Sell |
2,578
-371
| -13% | -$26.9K | 0.17% | 101 |
|
|
2014
Q4 | $202K | Sell |
2,949
-1,810
| -38% | -$124K | 0.22% | 104 |
|
|
2014
Q3 | $304K | Sell |
4,759
-877
| -16% | -$56K | 0.38% | 83 |
|
|
2014
Q2 | $343K | Buy |
+5,636
| New | +$343K | 0.45% | 78 |
|