Paulson Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-3,193
| Closed | -$334K | – | 102 |
|
|
2019
Q4 | $334K | Sell |
3,193
-504
| -14% | -$52.7K | 0.24% | 75 |
|
|
2019
Q3 | $333K | Sell |
3,697
-997
| -21% | -$89.8K | 0.25% | 73 |
|
|
2019
Q2 | $433K | Sell |
4,694
-2,762
| -37% | -$255K | 0.32% | 56 |
|
|
2019
Q1 | $684K | Sell |
7,456
-1,888
| -20% | -$173K | 0.52% | 42 |
|
|
2018
Q4 | $836K | Sell |
9,344
-3,571
| -28% | -$319K | 0.69% | 32 |
|
|
2018
Q3 | $1.17M | Sell |
12,915
-513
| -4% | -$46.3K | 1.05% | 23 |
|
|
2018
Q2 | $1.12M | Sell |
13,428
-770
| -5% | -$64.3K | 1.11% | 22 |
|
|
2018
Q1 | $1.16M | Sell |
14,198
-1,111
| -7% | -$90.5K | 1.15% | 23 |
|
|
2017
Q4 | $1.27M | Buy |
+15,309
| New | +$1.27M | 1.11% | 22 |
|