Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-115
| Closed | -$15.6K | – | 720 |
|
|
2022
Q4 | $15.6K | Hold |
115
| – | – | 0.01% | 362 |
|
|
2022
Q3 | $14K | Sell |
115
-25
| -18% | -$3.04K | ﹤0.01% | 368 |
|
|
2022
Q2 | $18K | Buy |
140
+25
| +22% | +$3.21K | 0.01% | 353 |
|
|
2022
Q1 | $16K | Hold |
115
| – | – | 0.01% | 397 |
|
|
2021
Q4 | $16K | Hold |
115
| – | – | 0.01% | 360 |
|
|
2021
Q3 | $15K | Buy |
+115
| New | +$15K | 0.01% | 316 |
|
|
2021
Q2 | – | Sell |
-115
| Closed | -$13K | – | 439 |
|
|
2021
Q1 | $13K | Buy |
+115
| New | +$13K | 0.01% | 330 |
|
|
2019
Q3 | – | Sell |
-115
| Closed | -$11K | – | 351 |
|
|
2019
Q2 | $11K | Hold |
115
| – | – | 0.01% | 265 |
|
|
2019
Q1 | $11K | Hold |
115
| – | – | 0.01% | 263 |
|
|
2018
Q4 | $10K | Hold |
115
| – | – | 0.01% | 261 |
|
|
2018
Q3 | $11K | Buy |
+115
| New | +$11K | 0.01% | 280 |
|