Investment Partners’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
2022
Q4
Sell
-2,586
Closed -$313K 257
2022
Q3
$313K Buy
+2,586
New +$333K 0.09% 188
2021
Q4
Sell
-3,100
Closed -$395K 172
2021
Q3
$395K Buy
+3,100
New +$410K 0.18% 101
2020
Q4
Sell
-2,612
Closed -$276K 148
2020
Q3
$276K Buy
2,612
+418
+19% +$44K 0.16% 104
2020
Q2
$220K Buy
+2,194
New +$217K 0.13% 121
2020
Q1
Sell
-3,516
Closed -$358K 156
2019
Q4
$358K Buy
+3,516
New +$338K 0.24% 88
2019
Q3
Sell
-2,174
Closed -$201K 156
2019
Q2
$201K Sell
2,174
-147
-6% -$13.2K 0.14% 144
2019
Q1
$213K Buy
2,321
+12
+0.5% +$1.08K 0.15% 134
2018
Q4
$200K Buy
+2,309
New +$209K 0.17% 126

Other funds holding XLV