Masso Torrence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-30,978
| Closed | -$4.77M | – | 103 |
|
|
2024
Q3 | $4.77M | Buy |
30,978
+42
| +0.1% | +$6.47K | 2.57% | 12 |
|
|
2024
Q2 | $4.51M | Buy |
30,936
+850
| +3% | +$124K | 2.5% | 13 |
|
|
2024
Q1 | $4.44M | Buy |
30,086
+28,291
| +1,576% | +$4.18M | 2.64% | 12 |
|
|
2023
Q4 | $245K | Buy |
+1,795
| New | +$245K | 0.17% | 78 |
|
|
2023
Q1 | – | Sell |
-25,232
| Closed | -$3.43M | – | 99 |
|
|
2022
Q4 | $3.43M | Buy |
+25,232
| New | +$3.43M | 2.73% | 8 |
|