Jacobus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $126K | Hold |
1,545
| – | – | 0.03% | 195 |
|
|
2017
Q2 | $122K | Hold |
1,545
| – | – | 0.03% | 198 |
|
|
2017
Q1 | $115K | Hold |
1,545
| – | – | 0.03% | 192 |
|
|
2016
Q4 | $107K | Hold |
1,545
| – | – | 0.03% | 194 |
|
|
2016
Q3 | $111K | Hold |
1,545
| – | – | 0.03% | 214 |
|
|
2016
Q2 | $111K | Hold |
1,545
| – | – | 0.03% | 204 |
|
|
2016
Q1 | $105K | Hold |
1,545
| – | – | 0.03% | 262 |
|
|
2015
Q4 | $111K | Hold |
1,545
| – | – | 0.03% | 269 |
|
|
2015
Q3 | $102K | Hold |
1,545
| – | – | 0.03% | 282 |
|
|
2015
Q2 | $115K | Hold |
1,545
| – | – | 0.03% | 289 |
|
|
2015
Q1 | $112K | Hold |
1,545
| – | – | 0.03% | 283 |
|
|
2014
Q4 | $106K | Buy |
+1,545
| New | +$106K | 0.03% | 286 |
|