Heritage Wealth Management (Arizona)’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
Q4 | $369K | Buy |
2,713
+1,329
| +96% | +$181K | 0.05% | 270 |
|
|
2022
Q3 | $168K | Buy |
1,384
+93
| +7% | +$11.3K | 0.05% | 263 |
|
|
2022
Q2 | $166K | Sell |
1,291
-45
| -3% | -$5.77K | 0.06% | 270 |
|
|
2022
Q1 | $183K | Buy |
+1,336
| New | +$183K | 0.05% | 286 |
|
|
2021
Q3 | $166K | Sell |
1,303
-29
| -2% | -$3.7K | 0.06% | 247 |
|
|
2021
Q2 | $168K | Buy |
+1,332
| New | +$168K | 0.06% | 257 |
|