Pitti Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,805
| Closed | -$1.52M | – | 66 |
|
|
2023
Q3 | $1.52M | Buy |
11,805
+222
| +2% | +$28.6K | 1.74% | 16 |
|
|
2023
Q2 | $1.54M | Sell |
11,583
-50
| -0.4% | -$6.64K | 1.72% | 16 |
|
|
2023
Q1 | $1.51M | Sell |
11,633
-135
| -1% | -$17.5K | 1.68% | 14 |
|
|
2022
Q4 | $1.6M | Sell |
11,768
-200
| -2% | -$27.2K | 1.91% | 12 |
|
|
2022
Q3 | $1.45M | Sell |
11,968
-188
| -2% | -$22.8K | 2% | 12 |
|
|
2022
Q2 | $1.56M | Sell |
12,156
-90
| -0.7% | -$11.5K | 2.13% | 11 |
|
|
2022
Q1 | $1.68M | Buy |
12,246
+23
| +0.2% | +$3.15K | 1.96% | 14 |
|
|
2021
Q4 | $1.72M | Buy |
+12,223
| New | +$1.72M | 1.92% | 13 |
|