BBJS Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.74M | Buy |
30,795
+91
| +0.3% | +$14K | 1.69% | 19 |
|
|
2024
Q2 | $4.48M | Buy |
30,704
+71
| +0.2% | +$10.3K | 1.67% | 17 |
|
|
2024
Q1 | $4.53M | Sell |
30,633
-3,902
| -11% | -$576K | 1.61% | 18 |
|
|
2023
Q4 | $4.71M | Buy |
34,535
+664
| +2% | +$90.6K | 1.64% | 15 |
|
|
2023
Q3 | $4.36M | Buy |
33,871
+1,326
| +4% | +$171K | 1.65% | 17 |
|
|
2023
Q2 | $4.32M | Buy |
+32,545
| New | +$4.32M | 1.73% | 17 |
|