Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $42.1K | Hold |
325
| – | – | 0.02% | 77 |
|
|
2022
Q4 | $44.2K | Hold |
325
| – | – | 0.02% | 85 |
|
|
2022
Q3 | $39K | Hold |
325
| – | – | 0.02% | 90 |
|
|
2022
Q2 | $42K | Hold |
325
| – | – | 0.02% | 97 |
|
|
2022
Q1 | $45K | Hold |
325
| – | – | 0.02% | 98 |
|
|
2021
Q4 | $46K | Hold |
325
| – | – | 0.02% | 107 |
|
|
2021
Q3 | $41K | Sell |
325
-4
| -1% | -$505 | 0.02% | 108 |
|
|
2021
Q2 | $41K | Hold |
329
| – | – | 0.02% | 106 |
|
|
2021
Q1 | $38K | Hold |
329
| – | – | 0.02% | 101 |
|
|
2020
Q4 | $37K | Buy |
+329
| New | +$37K | 0.02% | 99 |
|