BCGM 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 | – | Sell |
-2,351
| Closed | -$303K | – | 137 |
|
|
2023
Q3 | $303K | Buy |
2,351
+710
| +43% | +$91.4K | 0.14% | 94 |
|
|
2023
Q2 | $218K | Sell |
1,641
-13,986
| -89% | -$1.86M | 0.1% | 114 |
|
|
2023
Q1 | $2.02M | Sell |
15,627
-260
| -2% | -$33.7K | 1.02% | 30 |
|
|
2022
Q4 | $2.16M | Buy |
15,887
+682
| +4% | +$92.7K | 1.05% | 25 |
|
|
2022
Q3 | $1.99M | Buy |
+15,205
| New | +$1.99M | 0.99% | 29 |
|