Beaumont Financial Advisors’s SPDR S&P International Health Care Sector IRY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-4,498
| Closed | -$226K | – | 154 |
|
|
2015
Q4 | $226K | Sell |
4,498
-1,396
| -24% | -$70.1K | 0.04% | 109 |
|
|
2015
Q3 | $305K | Hold |
5,894
| – | – | 0.04% | 112 |
|
|
2015
Q2 | $305K | Buy |
+5,894
| New | +$305K | 0.04% | 112 |
|
|
2015
Q1 | – | Sell |
-284,323
| Closed | -$13.3M | – | 166 |
|
|
2014
Q4 | $13.3M | Buy |
+284,323
| New | +$13.3M | 0.64% | 47 |
|