Lenox Wealth Advisors’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 | $43K | Buy |
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|
2021
Q4 | $35K | Hold |
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|
2021
Q3 | $32K | Buy |
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|
2021
Q2 | $12K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4K | Sell |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $32K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $198K | Hold |
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|
2016
Q2 | $196K | Sell |
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|
2016
Q1 | $212K | Buy |
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|
2015
Q4 | $197K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $10K | Buy |
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