Clear Perspective Advisors’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
2021
Q4
$2.17M Buy
2021
Q3
$282K Buy
2021
Q1
Sell
2020
Q4
$291K Sell
2020
Q3
$210 Buy
2020
Q2
$291K Buy
2020
Q1
$225K Sell
2019
Q4
$292K Buy
2019
Q3
$245K Hold
2019
Q2
$252K Sell
2019
Q1
$268K Buy
2018
Q4
$248K Buy
2018
Q3
$241K Sell
2018
Q2
$215K Hold
2018
Q1
$210K Sell
2017
Q4
$219K Sell
2017
Q3
$221K Buy
2017
Q2
Sell
2017
Q1
$199K Sell
2016
Q4
$254K Buy