Moisand Fitzgerald Tamayo’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8K | Hold |
110
| – | – | ﹤0.01% | 304 |
|
|
2025
Q1 | $16.1K | Hold |
110
| – | – | ﹤0.01% | 290 |
|
|
2024
Q4 | $15.1K | Hold |
110
| – | – | ﹤0.01% | 289 |
|
|
2024
Q3 | $16.9K | Sell |
110
-34
| -24% | -$5.24K | ﹤0.01% | 294 |
|
|
2024
Q2 | $21K | Buy |
144
+34
| +31% | +$4.96K | ﹤0.01% | 242 |
|
|
2024
Q1 | $16.3K | Hold |
110
| – | – | ﹤0.01% | 269 |
|
|
2023
Q4 | $15K | Hold |
110
| – | – | ﹤0.01% | 286 |
|
|
2023
Q3 | $14.2K | Hold |
110
| – | – | ﹤0.01% | 297 |
|
|
2023
Q2 | $14.6K | Hold |
110
| – | – | ﹤0.01% | 287 |
|
|
2023
Q1 | $14.2K | Hold |
110
| – | – | ﹤0.01% | 294 |
|
|
2022
Q4 | $14.9K | Hold |
110
| – | – | ﹤0.01% | 278 |
|
|
2022
Q3 | $13K | Hold |
110
| – | – | ﹤0.01% | 263 |
|
|
2022
Q2 | $14K | Buy |
110
+100
| +1,000% | +$12.7K | ﹤0.01% | 249 |
|
|
2022
Q1 | $1K | Sell |
10
-100
| -91% | -$10K | ﹤0.01% | 503 |
|
|
2021
Q4 | $15K | Hold |
110
| – | – | ﹤0.01% | 233 |
|
|
2021
Q3 | $14K | Buy |
110
+67
| +156% | +$8.53K | ﹤0.01% | 229 |
|
|
2021
Q2 | $5K | Sell |
43
-1
| -2% | -$116 | ﹤0.01% | 320 |
|
|
2021
Q1 | $5K | Hold |
44
| – | – | ﹤0.01% | 267 |
|
|
2020
Q4 | $5K | Hold |
44
| – | – | ﹤0.01% | 267 |
|
|
2020
Q3 | $5K | Hold |
44
| – | – | ﹤0.01% | 250 |
|
|
2020
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 241 |
|
|
2020
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 211 |
|
|
2019
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 235 |
|
|
2019
Q3 | $4K | Hold |
44
| – | – | ﹤0.01% | 235 |
|
|
2019
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 233 |
|
|
2019
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 237 |
|
|
2018
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 233 |
|
|
2018
Q3 | $4K | Hold |
44
| – | – | ﹤0.01% | 255 |
|
|
2018
Q2 | $4K | Hold |
44
| – | – | ﹤0.01% | 238 |
|
|
2018
Q1 | $4K | Hold |
44
| – | – | ﹤0.01% | 273 |
|
|
2017
Q4 | $4K | Hold |
44
| – | – | ﹤0.01% | 230 |
|
|
2017
Q3 | $4K | Buy |
+44
| New | +$4K | ﹤0.01% | 246 |
|
|
2016
Q2 | – | Sell |
-115
| Closed | -$8K | – | 209 |
|
|
2016
Q1 | $8K | Sell |
115
-150
| -57% | -$10.4K | 0.01% | 165 |
|
|
2015
Q4 | $19K | Buy |
+265
| New | +$19K | 0.02% | 127 |
|