Madden Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-2,512
| Closed | -$285K | – | 73 |
|
2020
Q4 | $285K | Hold |
2,512
| – | – | 0.24% | 59 |
|
2020
Q3 | $264K | Hold |
2,512
| – | – | 0.25% | 59 |
|
2020
Q2 | $251K | Sell |
2,512
-34,352
| -93% | -$3.43M | 0.26% | 55 |
|
2020
Q1 | $3.27M | Buy |
+36,864
| New | +$3.27M | 2.26% | 15 |
|
2015
Q1 | – | Sell |
-168
| Closed | -$11K | – | 265 |
|
2014
Q4 | $11K | Sell |
168
-128
| -43% | -$8.38K | 0.01% | 228 |
|
2014
Q3 | $19K | Buy |
296
+168
| +131% | +$10.8K | 0.01% | 238 |
|
2014
Q2 | $8K | Hold |
128
| – | – | ﹤0.01% | 290 |
|
2014
Q1 | $7K | Buy |
+128
| New | +$7K | ﹤0.01% | 287 |
|