PSIWM
Paradigm Strategies in Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,779
| Closed | -$229K | – | 49 |
|
|
2023
Q3 | $229K | Buy |
1,779
+5
| +0.3% | +$644 | 0.15% | 43 |
|
|
2023
Q2 | $235K | Buy |
1,774
+5
| +0.3% | +$664 | 0.16% | 39 |
|
|
2023
Q1 | $229K | Buy |
1,769
+5
| +0.3% | +$647 | 0.18% | 37 |
|
|
2022
Q4 | $240K | Buy |
1,764
+5
| +0.3% | +$679 | 0.21% | 35 |
|
|
2022
Q3 | $213K | Buy |
+1,759
| New | +$213K | 0.19% | 37 |
|
|
2021
Q3 | – | Sell |
-1,196
| Closed | -$151K | – | 240 |
|
|
2021
Q2 | $151K | Buy |
1,196
+5
| +0.4% | +$631 | 0.14% | 57 |
|
|
2021
Q1 | $139K | Buy |
+1,191
| New | +$139K | 0.13% | 55 |
|