Clifford Group’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 |
-1,736
| Closed | -$237K | – | 75 |
|
|
2023
Q4 | $237K | Sell |
1,736
-6,175
| -78% | -$842K | 0.22% | 68 |
|
|
2023
Q3 | $1.02M | Buy |
7,911
+983
| +14% | +$127K | 1.1% | 18 |
|
|
2023
Q2 | $920K | Buy |
6,928
+715
| +12% | +$94.9K | 0.99% | 21 |
|
|
2023
Q1 | $804K | Buy |
6,213
+1,090
| +21% | +$141K | 0.98% | 19 |
|
|
2022
Q4 | $696K | Buy |
+5,123
| New | +$696K | 0.87% | 23 |
|