Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
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|
2017
Q2 | $428K | Sell |
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|
2017
Q1 | $391K | Sell |
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|
2016
Q4 | $903K | Sell |
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|
2016
Q3 | $1.8M | Sell |
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|
2016
Q2 | $1.83M | Sell |
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|
2016
Q1 | $1.74M | Sell |
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|
2015
Q4 | $1.91M | Buy |
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|
2015
Q3 | $1.61M | Buy |
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|
2015
Q2 | $1.55M | Sell |
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|
2015
Q1 | $717K | Sell |
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|
2014
Q4 | $1.62M | Sell |
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|
2014
Q3 | $1.55M | Buy |
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|
2014
Q2 | $1.41M | Sell |
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|
2014
Q1 | $1.62M | Sell |
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|
2013
Q4 | $1.72M | Sell |
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|
2013
Q3 | $1.73M | Buy |
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|
2013
Q2 | $1.46M | Buy |
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