Iams Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,802
Closed -$231K 228
2023
Q1
$231K Buy
+1,802
New +$235K 0.19% 99

Other funds holding XLV

Iams Wealth Management's XLV Position: Q2 2023 in Review

Iams Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2023, closing a stake of 1,802 shares — an estimated $231K sold.

Iams Wealth Management first reported a position in XLV in Q1 2023 and held it in 1 quarter. The position peaked at $231K in Q1 2023. 1,542 funds tracked by Wall St. Rank hold XLV as of Q2 2023.

  • Iams Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Iams Wealth Management sold 1,802 State Street Health Care Select Sector SPDR ETF shares in Q2 2023, an estimated $231K.
  • Iams Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2023 and held it in 1 quarter.
  • Iams Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $231K in Q1 2023.
  • 1,542 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2023.

Based on Iams Wealth Management's 13F filing for Q2 2023, filed 30 Oct 2023.