Parsec Financial Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $224K | Sell |
|
|||||
|
2022
Q4 | $243K | Hold |
|
|||||
|
2022
Q3 | $217K | Buy |
|
|||||
|
2022
Q2 | $221K | Hold |
|
|||||
|
2022
Q1 | $236K | Hold |
|
|||||
|
2021
Q4 | $243K | Hold |
|
|||||
|
2021
Q3 | $229K | Buy |
|
|||||
|
2021
Q2 | $208K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $214K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $206K | Hold |
|
|||||
|
2019
Q1 | $204K | Sell |
|
|||||
|
2018
Q4 | $203K | Hold |
|
|||||
|
2018
Q3 | $223K | Buy |
|