Mine & Arao Wealth Creation & Management’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
2024
Q2
Sell
-1,000
Closed -$148K 374
2024
Q1
$148K Hold
1,000
0.07% 85
2023
Q4
$136K Hold
1,000
0.07% 85
2023
Q3
$129K Hold
1,000
0.08% 83
2023
Q2
$133K Hold
1,000
0.08% 87
2023
Q1
$129K Sell
1,000
-2
-0.2% -$261 0.08% 89
2022
Q4
$136K Hold
1,002
0.1% 79
2022
Q3
$121K Hold
1,002
0.09% 82
2022
Q2
$128K Buy
1,002
+2
+0.2% +$262 0.09% 85
2022
Q1
$137K Hold
1,000
0.08% 89
2021
Q4
$141K Hold
1,000
0.08% 91
2021
Q3
$127K Hold
1,000
0.08% 90
2021
Q2
$126K Hold
1,000
0.08% 91
2021
Q1
$117K Hold
1,000
0.08% 93
2020
Q4
$113K Hold
1,000
0.08% 89
2020
Q3
$105K Buy
1,000
+280
+39% +$29.5K 0.09% 82
2020
Q2
$72K Hold
720
0.07% 97
2020
Q1
$64K Hold
720
0.07% 95
2019
Q4
$73K Buy
+720
New +$69.2K 0.07% 105

Other funds holding XLV