New Legacy Group’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
Q3 | $264K | Hold |
2,050
| – | – | 0.72% | 25 |
|
|
2023
Q2 | $272K | Hold |
2,050
| – | – | 0.69% | 25 |
|
|
2023
Q1 | $265K | Hold |
2,050
| – | – | 0.75% | 25 |
|
|
2022
Q4 | $278K | Hold |
2,050
| – | – | 0.87% | 23 |
|
|
2022
Q3 | $248K | Hold |
2,050
| – | – | 0.64% | 24 |
|
|
2022
Q2 | $263K | Hold |
2,050
| – | – | 0.53% | 24 |
|
|
2022
Q1 | $281K | Buy |
2,050
+150
| +8% | +$20.6K | 0.11% | 27 |
|
|
2021
Q4 | $268K | Buy |
+1,900
| New | +$268K | 0.05% | 28 |
|