Mosaic Family Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $55K | Sell |
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|
2018
Q4 | $79K | Hold |
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|
2018
Q3 | $83K | Hold |
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|
2018
Q2 | $76K | Hold |
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|
2018
Q1 | $74K | Sell |
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|
2017
Q4 | $84K | Buy |
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|
2017
Q3 | $9K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $5K | Sell |
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|
2016
Q4 | $399K | Sell |
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|
2016
Q3 | $466K | Buy |
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|
2016
Q2 | $428K | Buy |
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|
2016
Q1 | $4K | Hold |
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|
2015
Q4 | $4K | Buy |
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