Doyle Wealth 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
Q2 | – | Sell |
-1,509
| Closed | -$207K | – | 254 |
|
|
2022
Q1 | $207K | Hold |
1,509
| – | – | 0.01% | 229 |
|
|
2021
Q4 | $213K | Buy |
+1,509
| New | +$213K | 0.02% | 220 |
|
|
2020
Q2 | – | Sell |
-3,039
| Closed | -$269K | – | 187 |
|
|
2020
Q1 | $269K | Hold |
3,039
| – | – | 0.04% | 144 |
|
|
2019
Q4 | $310K | Buy |
3,039
+643
| +27% | +$65.6K | 0.04% | 158 |
|
|
2019
Q3 | $216K | Sell |
2,396
-643
| -21% | -$58K | 0.03% | 187 |
|
|
2019
Q2 | $282K | Hold |
3,039
| – | – | 0.04% | 161 |
|
|
2019
Q1 | $270K | Buy |
3,039
+95
| +3% | +$8.44K | 0.04% | 161 |
|
|
2018
Q4 | $255K | Sell |
2,944
-455
| -13% | -$39.4K | 0.04% | 158 |
|
|
2018
Q3 | $323K | Sell |
3,399
-178
| -5% | -$16.9K | 0.05% | 144 |
|
|
2018
Q2 | $299K | Buy |
+3,577
| New | +$299K | 0.05% | 146 |
|