Laird Norton Wetherby Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $337K | Buy |
+2,450
| New | +$337K | 0.02% | 664 |
|
|
2018
Q1 | – | Sell |
-636
| Closed | -$53K | – | 700 |
|
|
2017
Q4 | $53K | Hold |
636
| – | – | 0.01% | 646 |
|
|
2017
Q3 | $52K | Buy |
+636
| New | +$52K | 0.01% | 618 |
|
|
2017
Q2 | – | Sell |
-4,009
| Closed | -$298K | – | 582 |
|
|
2017
Q1 | $298K | Buy |
+4,009
| New | +$298K | 0.05% | 429 |
|
|
2015
Q3 | – | Sell |
-636
| Closed | -$47K | – | 504 |
|
|
2015
Q2 | $47K | Buy |
+636
| New | +$47K | 0.01% | 480 |
|