Legacy Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $725K | Buy |
5,291
+873
| +20% | +$120K | 0.24% | 85 |
|
|
2021
Q4 | $623K | Sell |
4,418
-2,952
| -40% | -$416K | 0.2% | 97 |
|
|
2021
Q3 | $938K | Sell |
7,370
-88
| -1% | -$11.2K | 0.34% | 72 |
|
|
2021
Q2 | $939K | Buy |
7,458
+25
| +0.3% | +$3.15K | 0.34% | 76 |
|
|
2021
Q1 | $868K | Buy |
7,433
+284
| +4% | +$33.2K | 0.33% | 76 |
|
|
2020
Q4 | $811K | Buy |
+7,149
| New | +$811K | 0.32% | 74 |
|