Atwood & Palmer’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
Q3 | – | Sell |
-26
| Closed | -$3.45K | – | 435 |
|
2023
Q2 | $3.45K | Hold |
26
| – | – | ﹤0.01% | 353 |
|
2023
Q1 | $3.37K | Hold |
26
| – | – | ﹤0.01% | 335 |
|
2022
Q4 | $3.53K | Hold |
26
| – | – | ﹤0.01% | 357 |
|
2022
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 354 |
|
2022
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 375 |
|
2022
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 410 |
|
2021
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 417 |
|
2014
Q4 | – | Sell |
-209
| Closed | -$13K | – | 407 |
|
2014
Q3 | $13K | Hold |
209
| – | – | ﹤0.01% | 288 |
|
2014
Q2 | $13K | Buy |
+209
| New | +$13K | ﹤0.01% | 258 |
|