Lenox Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $105K | Buy |
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|
2020
Q1 | $43K | Sell |
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|
2019
Q4 | $107K | Sell |
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|
2019
Q3 | $96K | Buy |
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|
2019
Q2 | $27K | Sell |
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|
2019
Q1 | $51K | Buy |
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|
2018
Q4 | $45K | Buy |
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|
2018
Q3 | $1K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1K | Hold |
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|
2016
Q4 | $1K | Hold |
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|
2016
Q3 | $1K | Hold |
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|
2016
Q2 | $1K | Hold |
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|
2016
Q1 | $1K | Hold |
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|
2015
Q4 | $1K | Buy |
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