Goodman Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-539
| Closed | -$83K | – | 194 |
|
|
2024
Q3 | $83K | Buy |
539
+185
| +52% | +$28.5K | 0.02% | 103 |
|
|
2024
Q2 | $51.6K | Sell |
354
-14,254
| -98% | -$2.08M | 0.02% | 112 |
|
|
2024
Q1 | $2.16M | Buy |
14,608
+9,968
| +215% | +$1.47M | 0.68% | 34 |
|
|
2023
Q4 | $633K | Buy |
4,640
+2,756
| +146% | +$376K | 0.22% | 50 |
|
|
2023
Q3 | $243K | Sell |
1,884
-1,048
| -36% | -$135K | 0.09% | 64 |
|
|
2023
Q2 | $389K | Buy |
+2,932
| New | +$389K | 0.14% | 48 |
|