IWAG
Integer Wealth Advisors Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $2.58M | Sell |
21,884
-1,881
| -8% | -$222K | 1.41% | 21 |
|
|
2020
Q4 | $2.74M | Buy |
23,765
+1,906
| +9% | +$220K | 1.81% | 19 |
|
|
2020
Q3 | $2.31M | Buy |
21,859
+840
| +4% | +$88.6K | 2.12% | 16 |
|
|
2020
Q2 | $2.12M | Buy |
21,019
+373
| +2% | +$37.7K | 2.17% | 16 |
|
|
2020
Q1 | $2.05M | Buy |
20,646
+860
| +4% | +$85.5K | 2.33% | 16 |
|
|
2019
Q4 | $2.01M | Buy |
+19,786
| New | +$2.01M | 2% | 18 |
|