Peak Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,308
| Closed | -$355K | – | 88 |
|
|
2024
Q3 | $355K | Buy |
+2,308
| New | +$355K | 0.18% | 68 |
|
|
2024
Q2 | – | Sell |
-4,915
| Closed | -$726K | – | 89 |
|
|
2024
Q1 | $726K | Buy |
+4,915
| New | +$726K | 0.44% | 41 |
|
|
2023
Q1 | – | Sell |
-21,585
| Closed | -$2.93M | – | 78 |
|
|
2022
Q4 | $2.93M | Buy |
+21,585
| New | +$2.93M | 2.67% | 11 |
|
|
2021
Q4 | – | Sell |
-20,100
| Closed | -$2.56M | – | 93 |
|
|
2021
Q3 | $2.56M | Buy |
+20,100
| New | +$2.56M | 2.25% | 14 |
|