New Potomac Partners’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
Q3
$184K Buy
+1,193
New +$181K 0.09% 84
2024
Q2
Sell
-1,356
Closed -$200K 87
2024
Q1
$200K Buy
+1,356
New +$195K 0.11% 86
2020
Q4
Sell
-110
Closed -$12K 122
2020
Q3
$12K Hold
110
0.01% 116
2020
Q2
$11K Hold
110
0.01% 123
2020
Q1
$10K Sell
110
-95
-46% -$9.23K 0.01% 123
2019
Q4
$21K Hold
205
0.02% 113
2019
Q3
$18K Hold
205
0.02% 120
2019
Q2
$19K Hold
205
0.02% 118
2019
Q1
$19K Sell
205
-45
-18% -$4.06K 0.02% 116
2018
Q4
$22K Sell
250
-160
-39% -$14.5K 0.02% 121
2018
Q3
$39K Sell
410
-85
-17% -$7.68K 0.04% 105
2018
Q2
$41K Hold
495
0.04% 106
2018
Q1
$40K Sell
495
-20
-4% -$1.7K 0.04% 106
2017
Q4
$43K Buy
+515
New +$42.5K 0.04% 101

Other funds holding XLV