BerganKDV Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $41.7K | Sell |
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|
2023
Q1 | $80K | Buy |
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|
2022
Q4 | $71.9K | Buy |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $40K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $9K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $5K | Sell |
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|
2020
Q1 | $20K | Hold |
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|
2019
Q4 | $23K | Hold |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $21K | Hold |
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|
2018
Q4 | $20K | Buy |
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