DSN
D. Scott Neal’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-66,664
| Closed | -$9.13M | – | 70 |
|
|
2022
Q1 | $9.13M | Sell |
66,664
-3,241
| -5% | -$444K | 3.63% | 7 |
|
|
2021
Q4 | $9.85M | Sell |
69,905
-741
| -1% | -$104K | 3.71% | 8 |
|
|
2021
Q3 | $8.99M | Buy |
70,646
+2,675
| +4% | +$341K | 3.8% | 7 |
|
|
2021
Q2 | $8.56M | Buy |
+67,971
| New | +$8.56M | 3.88% | 8 |
|