Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,904
| Closed | -$643K | – | 59 |
|
|
2018
Q1 | $643K | Buy |
7,904
+303
| +4% | +$24.6K | 0.53% | 41 |
|
|
2017
Q4 | $628K | Buy |
+7,601
| New | +$628K | 0.53% | 42 |
|
|
2014
Q3 | – | Sell |
-265
| Closed | -$16K | – | 609 |
|
|
2014
Q2 | $16K | Buy |
+265
| New | +$16K | 0.02% | 190 |
|
|
2014
Q1 | – | Sell |
-1,051
| Closed | -$58K | – | 626 |
|
|
2013
Q4 | $58K | Buy |
+1,051
| New | +$58K | 0.04% | 146 |
|