Beacon Pointe 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
2019
Q4
Sell
-6,622
Closed -$596K 292
2019
Q3
$596K Buy
6,622
+2,923
+79% +$263K 0.13% 140
2019
Q2
$342K Sell
3,699
-215
-5% -$19.9K 0.07% 200
2019
Q1
$358K Buy
+3,914
New +$358K 0.08% 186