ARS Wealth Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $304K | Sell |
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2021
Q1 | $405K | Sell |
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|
2020
Q4 | $675K | Sell |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.22M | Sell |
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|
2019
Q4 | $1.51M | Sell |
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|
2019
Q3 | $1.43M | Sell |
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|
2019
Q2 | $1.57M | Sell |
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|
2019
Q1 | $1.63M | Buy |
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|
2018
Q4 | $1.51M | Buy |
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|
2018
Q3 | $1.64M | Buy |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $567K | Sell |
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|
2017
Q4 | $986K | Sell |
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|
2017
Q3 | $1.97M | Buy |
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|
2017
Q2 | $1.73M | Buy |
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|
2017
Q1 | $1.05M | Buy |
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