Lucia Wealth Services’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
Q3 | $376K | Buy |
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|
2020
Q2 | $342K | Hold |
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|
2020
Q1 | $303K | Buy |
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|
2019
Q4 | $343K | Buy |
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|
2019
Q3 | $263K | Hold |
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|
2019
Q2 | $271K | Buy |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | $136K | Sell |
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|
2018
Q3 | $212K | Hold |
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|
2018
Q2 | $186K | Buy |
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|
2018
Q1 | $147K | Buy |
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