Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-255
| Closed | -$29K | – | 738 |
|
|
2020
Q4 | $29K | Sell |
255
-155
| -38% | -$17.6K | 0.02% | 150 |
|
|
2020
Q3 | $43K | Buy |
410
+1
| +0.2% | +$105 | 0.03% | 103 |
|
|
2020
Q2 | $41K | Sell |
409
-15
| -4% | -$1.5K | 0.03% | 92 |
|
|
2020
Q1 | $37K | Buy |
424
+1
| +0.2% | +$87 | 0.04% | 90 |
|
|
2019
Q4 | $43K | Hold |
423
| – | – | 0.04% | 86 |
|
|
2019
Q3 | $38K | Buy |
+423
| New | +$38K | 0.05% | 94 |
|