Legacy Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-245
| Closed | -$22K | – | 924 |
|
|
2019
Q1 | $22K | Hold |
245
| – | – | 0.01% | 437 |
|
|
2018
Q4 | $21K | Hold |
245
| – | – | 0.01% | 407 |
|
|
2018
Q3 | $23K | Hold |
245
| – | – | 0.01% | 358 |
|
|
2018
Q2 | $21K | Hold |
245
| – | – | 0.01% | 374 |
|
|
2018
Q1 | $20K | Hold |
245
| – | – | 0.01% | 371 |
|
|
2017
Q4 | $20K | Buy |
+245
| New | +$20K | 0.01% | 367 |
|