Catamount 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
Q1 | $384K | Sell |
4,188
-176
| -4% | -$16.1K | 0.22% | 37 |
|
|
2018
Q4 | $396K | Buy |
4,364
+203
| +5% | +$18.4K | 0.27% | 26 |
|
|
2018
Q3 | $396K | Buy |
+4,161
| New | +$396K | 0.19% | 34 |
|
|
2015
Q3 | – | Sell |
-1,553
| Closed | -$116K | – | 219 |
|
|
2015
Q2 | $116K | Buy |
1,553
+1,475
| +1,891% | +$110K | 0.09% | 42 |
|
|
2015
Q1 | $6K | Hold |
78
| – | – | ﹤0.01% | 117 |
|
|
2014
Q4 | $5K | Buy |
+78
| New | +$5K | ﹤0.01% | 103 |
|