Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $2.49M | Buy |
+30,617
| New | +$2.49M | 1.61% | 21 |
|
|
2017
Q3 | – | Sell |
-34,569
| Closed | -$2.74M | – | 268 |
|
|
2017
Q2 | $2.74M | Buy |
34,569
+34,449
| +28,708% | +$2.73M | 1.87% | 16 |
|
|
2017
Q1 | $8K | Sell |
120
-30,433
| -100% | -$2.03M | 0.01% | 179 |
|
|
2016
Q4 | $2.11M | Buy |
+30,553
| New | +$2.11M | 1.76% | 20 |
|
|
2016
Q3 | – | Sell |
-34,321
| Closed | -$2.46M | – | 259 |
|
|
2016
Q2 | $2.46M | Buy |
34,321
+12,335
| +56% | +$884K | 2.03% | 12 |
|
|
2016
Q1 | $1.49M | Buy |
+21,986
| New | +$1.49M | 1.39% | 24 |
|