Jackson Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-34,284
| Closed | -$4.66M | – | 171 |
|
|
2022
Q4 | $4.66M | Buy |
+34,284
| New | +$4.66M | 1.71% | 20 |
|
|
2015
Q4 | – | Sell |
-5,918
| Closed | -$392K | – | 122 |
|
|
2015
Q3 | $392K | Buy |
5,918
+835
| +16% | +$55.3K | 0.14% | 86 |
|
|
2015
Q2 | $377K | Buy |
5,083
+33
| +0.7% | +$2.45K | 0.13% | 90 |
|
|
2015
Q1 | $366K | Buy |
5,050
+346
| +7% | +$25.1K | 0.12% | 91 |
|
|
2014
Q4 | $322K | Buy |
+4,704
| New | +$322K | 0.11% | 99 |
|