Kings Point Capital Management’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
Q1 | $209K | Sell |
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|
2021
Q4 | $218K | Buy |
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|
2021
Q3 | $195K | Buy |
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|
2021
Q2 | $167K | Hold |
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|
2021
Q1 | $155K | Buy |
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|
2020
Q4 | $111K | Hold |
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|
2020
Q3 | $103K | Hold |
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|
2020
Q2 | $98K | Sell |
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|
2020
Q1 | $95K | Sell |
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|
2019
Q4 | $150K | Buy |
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|
2019
Q3 | $98K | Buy |
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|
2019
Q2 | $72K | Buy |
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|
2019
Q1 | $69K | Sell |
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|
2018
Q4 | $68K | Buy |
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|
2018
Q3 | $75K | Buy |
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|
2018
Q2 | $65K | Buy |
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|
2018
Q1 | $63K | Buy |
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|
2017
Q4 | $64K | Hold |
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|
2017
Q3 | $63K | Buy |
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|
2017
Q2 | $61K | Buy |
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|
2017
Q1 | $45K | Hold |
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|
2016
Q4 | $42K | Hold |
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|
2016
Q3 | $43K | Hold |
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|
2016
Q2 | $43K | Hold |
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|
2016
Q1 | $41K | Hold |
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|
2015
Q4 | $43K | Hold |
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|
2015
Q3 | $40K | Hold |
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|
2015
Q2 | $45K | Sell |
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|
2015
Q1 | $53K | Buy |
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|
2014
Q4 | $41K | Hold |
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|
2014
Q3 | $39K | Hold |
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|
2014
Q2 | $37K | Hold |
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|
2014
Q1 | $35K | Hold |
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|
2013
Q4 | $33K | Sell |
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|
2013
Q3 | $90K | Buy |
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|
2013
Q2 | $37K | Buy |
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