Core 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-60
| Closed | -$8.86K | – | 249 |
|
|
2024
Q1 | $8.86K | Hold |
60
| – | – | ﹤0.01% | 193 |
|
|
2023
Q4 | $8.18K | Hold |
60
| – | – | ﹤0.01% | 193 |
|
|
2023
Q3 | $7.73K | Hold |
60
| – | – | ﹤0.01% | 180 |
|
|
2023
Q2 | $7.96K | Hold |
60
| – | – | ﹤0.01% | 174 |
|
|
2023
Q1 | $7.77K | Sell |
60
-455
| -88% | -$58.9K | ﹤0.01% | 174 |
|
|
2022
Q4 | $70K | Buy |
515
+455
| +758% | +$61.8K | 0.03% | 73 |
|
|
2022
Q3 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 159 |
|