Cardinal Strategic Wealth Guidance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-369
| Closed | -$50.3K | – | 77 |
|
|
2023
Q4 | $50.3K | Sell |
369
-21,667
| -98% | -$2.95M | 0.02% | 67 |
|
|
2023
Q3 | $2.84M | Buy |
22,036
+249
| +1% | +$32.1K | 1.31% | 13 |
|
|
2023
Q2 | $2.89M | Buy |
21,787
+288
| +1% | +$38.2K | 1.28% | 14 |
|
|
2023
Q1 | $2.78M | Buy |
21,499
+1,013
| +5% | +$131K | 1.29% | 14 |
|
|
2022
Q4 | $2.78M | Buy |
20,486
+3,303
| +19% | +$449K | 1.34% | 13 |
|
|
2022
Q3 | $2.08M | Buy |
17,183
+17,079
| +16,422% | +$2.07M | 1.11% | 14 |
|
|
2022
Q2 | $13K | Hold |
104
| – | – | 0.01% | 78 |
|
|
2022
Q1 | $14K | Buy |
+104
| New | +$14K | 0.01% | 86 |
|