Buckley Wealth Management’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
Q2 | – | Sell |
-5,500
| Closed | -$505K | – | 157 |
|
|
2019
Q1 | $505K | Hold |
5,500
| – | – | 0.24% | 86 |
|
|
2018
Q4 | $476K | Hold |
5,500
| – | – | 0.25% | 84 |
|
|
2018
Q3 | $523K | Hold |
5,500
| – | – | 0.23% | 91 |
|
|
2018
Q2 | $459K | Hold |
5,500
| – | – | 0.22% | 96 |
|
|
2018
Q1 | $448K | Hold |
5,500
| – | – | 0.22% | 99 |
|
|
2017
Q4 | $455K | Buy |
+5,500
| New | +$455K | 0.23% | 101 |
|