Integrated Wealth Management (Palm Desert)’s State Street SPDR S&P Health Care Services ETF XHS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-204
Closed -$11K 1021
2016
Q3
$11K Hold
204
﹤0.01% 747
2016
Q2
$12K Hold
204
﹤0.01% 720
2016
Q1
$11K Hold
204
﹤0.01% 691
2015
Q4
$12K Buy
204
+2
+1% +$115 0.01% 733
2015
Q3
$12K Sell
202
-64
-24% -$4.09K 0.01% 727
2015
Q2
$17K Hold
266
0.01% 656
2015
Q1
$16K Buy
+266
New +$15.6K 0.01% 634

Other funds holding XHS

Integrated Wealth Management (Palm Desert)'s XHS Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of State Street SPDR S&P Health Care Services ETF (XHS) in Q4 2016, closing a stake of 204 shares — an estimated $11K sold.

Integrated Wealth Management (Palm Desert) first reported a position in XHS in Q1 2015 and held it in 7 quarters. The position peaked at $17K in Q2 2015. 42 funds tracked by Wall St. Rank hold XHS as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining State Street SPDR S&P Health Care Services ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 204 State Street SPDR S&P Health Care Services ETF shares in Q4 2016, an estimated $11K.
  • Integrated Wealth Management (Palm Desert) first reported a position in State Street SPDR S&P Health Care Services ETF in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s State Street SPDR S&P Health Care Services ETF position peaked at $17K in Q2 2015.
  • 42 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.