Clearview Wealth Advisors’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
Q3 | – | Sell |
-24
| Closed | -$3.19K | – | 663 |
|
|
2023
Q2 | $3.19K | Buy |
24
+1
| +4% | +$133 | ﹤0.01% | 479 |
|
|
2023
Q1 | $2.98K | Buy |
23
+1
| +5% | +$129 | ﹤0.01% | 483 |
|
|
2022
Q4 | $2.99K | Sell |
22
-20
| -48% | -$2.72K | ﹤0.01% | 450 |
|
|
2022
Q3 | $5K | Buy |
42
+20
| +91% | +$2.38K | ﹤0.01% | 419 |
|
|
2022
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 484 |
|
|
2022
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 506 |
|
|
2021
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 568 |
|
|
2021
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 566 |
|
|
2021
Q2 | $3K | Hold |
22
| – | – | ﹤0.01% | 558 |
|
|
2021
Q1 | $3K | Sell |
22
-49
| -69% | -$6.68K | ﹤0.01% | 534 |
|
|
2020
Q4 | $8K | Buy |
+71
| New | +$8K | 0.01% | 410 |
|