OPPS
Obsidian Personal Planning Solutions’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,737
| Closed | -$237K | – | 105 |
|
|
2023
Q4 | $237K | Hold |
1,737
| – | – | 0.18% | 70 |
|
|
2023
Q3 | $224K | Sell |
1,737
-625
| -26% | -$80.5K | 0.19% | 66 |
|
|
2023
Q2 | $314K | Buy |
2,362
+362
| +18% | +$48K | 0.39% | 43 |
|
|
2023
Q1 | $259K | Buy |
+2,000
| New | +$259K | 0.38% | 41 |
|