Gary Goldberg Planning Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $30K | Buy |
440
+100
| +29% | +$6.82K | 0.01% | 271 |
|
|
2014
Q3 | $22K | Hold |
340
| – | – | 0.01% | 308 |
|
|
2014
Q2 | $21K | Hold |
340
| – | – | 0.01% | 297 |
|
|
2014
Q1 | $20K | Buy |
340
+30
| +10% | +$1.77K | 0.01% | 278 |
|
|
2013
Q4 | $17K | Hold |
310
| – | – | 0.01% | 260 |
|
|
2013
Q3 | $16K | Buy |
+310
| New | +$16K | 0.01% | 262 |
|