High Net Worth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-808
| Closed | -$110K | – | 594 |
|
|
2022
Q4 | $110K | Hold |
808
| – | – | 0.04% | 237 |
|
|
2022
Q3 | $98K | Buy |
808
+33
| +4% | +$4K | 0.04% | 244 |
|
|
2022
Q2 | $99K | Hold |
775
| – | – | 0.04% | 240 |
|
|
2022
Q1 | $106K | Hold |
775
| – | – | 0.04% | 244 |
|
|
2021
Q4 | $109K | Buy |
+775
| New | +$109K | 0.04% | 242 |
|