Danda Trouve Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $36K | Buy |
+300
| New | +$36K | 0.07% | 52 |
|
|
2021
Q1 | – | Sell |
-1,725
| Closed | -$196K | – | 197 |
|
|
2020
Q4 | $196K | Hold |
1,725
| – | – | 0.24% | 41 |
|
|
2020
Q3 | $182K | Hold |
1,725
| – | – | 0.25% | 36 |
|
|
2020
Q2 | $173K | Hold |
1,725
| – | – | 0.26% | 35 |
|
|
2020
Q1 | $153K | Buy |
1,725
+25
| +1% | +$2.22K | 0.32% | 29 |
|
|
2019
Q4 | $173K | Buy |
+1,700
| New | +$173K | 0.25% | 34 |
|