BWCS
XLV icon

Beirne Wealth Consulting Services’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Beirne Wealth Consulting Services’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,325
Closed -$328K – 110
2021
Q4 		$328K Hold
2,325
– – 0.18% 71
2021
Q3 		$295K Buy
2,325
+325
+16% +$43K 0.17% 75
2021
Q2 		$252K Hold
2,000
– – 0.14% 87
2021
Q1 		$233K Sell
2,000
-804
-29% -$92.8K 0.14% 83
2020
Q4 		$318K Sell
2,804
-443
-14% -$48.4K 0.16% 100
2020
Q3 		$342K Buy
3,247
+931
+40% +$98K 0.2% 86
2020
Q2 		$232K Buy
+2,316
New +$229K 0.19% 66
2019
Q2 		– Sell
-2,754
Closed -$253K – 189
2019
Q1 		$253K Sell
2,754
-1,141
-29% -$103K 0.2% 151
2018
Q4 		$337K Buy
+3,895
New +$353K 0.29% 110

Other funds holding XLV

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return