HC Financial Advisors’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 | $16K | Hold |
121
| – | – | 0.01% | 205 |
|
|
2022
Q1 | $17K | Hold |
121
| – | – | 0.01% | 203 |
|
|
2021
Q4 | $17K | Hold |
121
| – | – | 0.01% | 216 |
|
|
2021
Q3 | $15K | Hold |
121
| – | – | 0.01% | 214 |
|
|
2021
Q2 | $15K | Hold |
121
| – | – | 0.01% | 213 |
|
|
2021
Q1 | $14K | Hold |
121
| – | – | 0.01% | 220 |
|
|
2020
Q4 | $14K | Sell |
121
-30
| -20% | -$3.47K | 0.01% | 231 |
|
|
2020
Q3 | $16K | Hold |
151
| – | – | 0.01% | 203 |
|
|
2020
Q2 | $15K | Hold |
151
| – | – | 0.01% | 203 |
|
|
2020
Q1 | $13K | Buy |
+151
| New | +$13K | 0.01% | 215 |
|