HWM
Horizon Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-12,651
| Closed | -$1.87M | – | 96 |
|
|
2024
Q1 | $1.87M | Buy |
+12,651
| New | +$1.87M | 0.49% | 22 |
|
|
2023
Q1 | – | Sell |
-8,125
| Closed | -$1.1M | – | 80 |
|
|
2022
Q4 | $1.1M | Buy |
8,125
+76
| +0.9% | +$10.3K | 0.9% | 17 |
|
|
2022
Q3 | $975K | Buy |
8,049
+966
| +14% | +$117K | 0.71% | 20 |
|
|
2022
Q2 | $908K | Buy |
7,083
+4,160
| +142% | +$533K | 0.38% | 31 |
|
|
2022
Q1 | $400K | Buy |
+2,923
| New | +$400K | 0.12% | 65 |
|