Baystate 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
Q4 | $12.1K | Sell |
88
-15
| -15% | -$2.07K | ﹤0.01% | 683 |
|
|
2023
Q3 | $13.4K | Buy |
103
+42
| +69% | +$5.45K | ﹤0.01% | 529 |
|
|
2023
Q2 | $8.15K | Buy |
61
+46
| +307% | +$6.14K | ﹤0.01% | 607 |
|
|
2023
Q1 | $1.96K | Hold |
15
| – | – | ﹤0.01% | 833 |
|
|
2022
Q4 | $2K | Buy |
+15
| New | +$2K | ﹤0.01% | 818 |
|
|
2021
Q1 | – | Sell |
-40
| Closed | -$5K | – | 845 |
|
|
2020
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 501 |
|
|
2020
Q3 | $4K | Hold |
40
| – | – | ﹤0.01% | 483 |
|
|
2020
Q2 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 493 |
|
|
2018
Q3 | – | Sell |
-169
| Closed | -$15K | – | 712 |
|
|
2018
Q2 | $15K | Buy |
169
+115
| +213% | +$10.2K | ﹤0.01% | 328 |
|
|
2018
Q1 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 457 |
|