Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $12.1K | Sell |
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|
2023
Q3 | $13.4K | Buy |
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|
2023
Q2 | $8.15K | Buy |
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|
2023
Q1 | $1.96K | Hold |
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|
2022
Q4 | $2K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $15K | Buy |
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|
2018
Q1 | $4K | Buy |
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