DPA
Delphi Private Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $95K | Buy |
1,023
+823
| +412% | +$76.4K | 0.49% | 9 |
|
|
2019
Q1 | $18K | Sell |
200
-125
| -38% | -$11.3K | 0.1% | 21 |
|
|
2018
Q4 | $28K | Hold |
325
| – | – | 0.16% | 20 |
|
|
2018
Q3 | $31K | Sell |
325
-38
| -10% | -$3.63K | 0.11% | 38 |
|
|
2018
Q2 | $30K | Sell |
363
-17
| -4% | -$1.41K | 0.1% | 45 |
|
|
2018
Q1 | $31K | Sell |
380
-161
| -30% | -$13.1K | 0.12% | 44 |
|
|
2017
Q4 | $45K | Hold |
541
| – | – | 0.11% | 85 |
|
|
2017
Q3 | $44K | Hold |
541
| – | – | 0.13% | 38 |
|
|
2017
Q2 | $43K | Hold |
541
| – | – | 0.09% | 44 |
|
|
2017
Q1 | $40K | Sell |
541
-131
| -19% | -$9.69K | 0.07% | 42 |
|
|
2016
Q4 | $46K | Buy |
672
+426
| +173% | +$29.2K | 0.08% | 43 |
|
|
2016
Q3 | $18K | Hold |
246
| – | – | 0.03% | 72 |
|
|
2016
Q2 | $18K | Sell |
246
-200
| -45% | -$14.6K | 0.03% | 103 |
|
|
2016
Q1 | $30K | Hold |
446
| – | – | 0.05% | 71 |
|
|
2015
Q4 | $32K | Buy |
+446
| New | +$32K | 0.05% | 75 |
|