Loveless Wealth 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 | $2.73M | Buy |
21,267
+82
| +0.4% | +$10.5K | 1.79% | 13 |
|
|
2022
Q1 | $2.9M | Buy |
21,185
+375
| +2% | +$51.4K | 1.64% | 15 |
|
|
2021
Q4 | $2.93M | Buy |
20,810
+525
| +3% | +$74K | 1.61% | 16 |
|
|
2021
Q3 | $2.58M | Buy |
20,285
+124
| +0.6% | +$15.8K | 1.57% | 17 |
|
|
2021
Q2 | $2.54M | Buy |
20,161
+139
| +0.7% | +$17.5K | 1.54% | 18 |
|
|
2021
Q1 | $2.34M | Buy |
20,022
+1,031
| +5% | +$120K | 1.54% | 18 |
|
|
2020
Q4 | $2.15M | Buy |
18,991
+370
| +2% | +$42K | 1.59% | 20 |
|
|
2020
Q3 | $1.96M | Buy |
18,621
+3,221
| +21% | +$340K | 1.66% | 17 |
|
|
2020
Q2 | $1.54M | Buy |
15,400
+864
| +6% | +$86.5K | 1.44% | 23 |
|
|
2020
Q1 | $1.29M | Buy |
14,536
+1,579
| +12% | +$140K | 1.52% | 22 |
|
|
2019
Q4 | $1.31M | Buy |
+12,957
| New | +$1.31M | 1.13% | 30 |
|