BDO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $40.9K | Buy |
308
+38
| +14% | +$5.04K | ﹤0.01% | 472 |
|
|
2023
Q1 | $35K | Hold |
270
| – | – | ﹤0.01% | 483 |
|
|
2022
Q4 | $36.7K | Hold |
270
| – | – | ﹤0.01% | 464 |
|
|
2022
Q3 | $33K | Hold |
270
| – | – | ﹤0.01% | 480 |
|
|
2022
Q2 | $35K | Hold |
270
| – | – | ﹤0.01% | 471 |
|
|
2022
Q1 | $37K | Hold |
270
| – | – | ﹤0.01% | 488 |
|
|
2021
Q4 | $38K | Hold |
270
| – | – | ﹤0.01% | 495 |
|
|
2021
Q3 | $34K | Buy |
+270
| New | +$34K | ﹤0.01% | 510 |
|
|
2021
Q2 | – | Sell |
-62
| Closed | -$7K | – | 1216 |
|
|
2021
Q1 | $7K | Buy |
+62
| New | +$7K | ﹤0.01% | 804 |
|
|
2019
Q4 | – | Sell |
-80
| Closed | -$7K | – | 647 |
|
|
2019
Q3 | $7K | Buy |
+80
| New | +$7K | ﹤0.01% | 479 |
|
|
2019
Q2 | – | Sell |
-385
| Closed | -$35K | – | 707 |
|
|
2019
Q1 | $35K | Hold |
385
| – | – | 0.01% | 321 |
|
|
2018
Q4 | $33K | Sell |
385
-160
| -29% | -$13.7K | 0.01% | 295 |
|
|
2018
Q3 | $52K | Sell |
545
-97
| -15% | -$9.26K | 0.02% | 291 |
|
|
2018
Q2 | $54K | Buy |
642
+167
| +35% | +$14K | 0.02% | 288 |
|
|
2018
Q1 | $39K | Sell |
475
-595
| -56% | -$48.9K | 0.01% | 273 |
|
|
2017
Q4 | $88K | Sell |
1,070
-131
| -11% | -$10.8K | 0.04% | 160 |
|
|
2017
Q3 | $98K | Buy |
1,201
+269
| +29% | +$22K | 0.05% | 137 |
|
|
2017
Q2 | $74K | Buy |
+932
| New | +$74K | 0.03% | 199 |
|