Loudon Investment Management’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
Q2 | – | Sell |
-1,518
| Closed | -$208K | – | 91 |
|
|
2022
Q1 | $208K | Sell |
1,518
-504
| -25% | -$69.1K | 0.14% | 89 |
|
|
2021
Q4 | $285K | Sell |
2,022
-505
| -20% | -$71.2K | 0.18% | 83 |
|
|
2021
Q3 | $322K | Buy |
+2,527
| New | +$322K | 0.23% | 74 |
|
|
2021
Q2 | – | Sell |
-3,178
| Closed | -$371K | – | 86 |
|
|
2021
Q1 | $371K | Sell |
3,178
-52
| -2% | -$6.07K | 0.27% | 64 |
|
|
2020
Q4 | $366K | Sell |
3,230
-622
| -16% | -$70.5K | 0.29% | 57 |
|
|
2020
Q3 | $406K | Buy |
+3,852
| New | +$406K | 0.34% | 55 |
|