Freedman Financial Associates’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 |
-2,119
| Closed | -$290K | – | 472 |
|
|
2022
Q1 | $290K | Hold |
2,119
| – | – | 0.2% | 54 |
|
|
2021
Q4 | $299K | Hold |
2,119
| – | – | 0.2% | 51 |
|
|
2021
Q3 | $270K | Hold |
2,119
| – | – | 0.2% | 48 |
|
|
2021
Q2 | $267K | Hold |
2,119
| – | – | 0.2% | 48 |
|
|
2021
Q1 | $247K | Hold |
2,119
| – | – | 0.2% | 48 |
|
|
2020
Q4 | $240K | Buy |
+2,119
| New | +$240K | 0.22% | 47 |
|