BTR Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $532K | Sell |
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|
2022
Q1 | $576K | Sell |
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|
2021
Q4 | $712K | Sell |
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|
2021
Q3 | $703K | Hold |
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|
2021
Q2 | $695K | Sell |
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|
2021
Q1 | $653K | Sell |
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|
2020
Q4 | $651K | Sell |
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|
2020
Q3 | $632K | Hold |
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|
2020
Q2 | $599K | Sell |
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|
2020
Q1 | $562K | Sell |
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|
2019
Q4 | $904K | Buy |
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|
2019
Q3 | $659K | Hold |
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|
2019
Q2 | $678K | Sell |
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|
2019
Q1 | $690K | Sell |
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|
2018
Q4 | $1.81M | Buy |
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