PFA
Plotkin Financial Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,373
| Closed | -$203K | – | 92 |
|
|
2024
Q1 | $203K | Sell |
1,373
-196
| -12% | -$29K | 0.13% | 88 |
|
|
2023
Q4 | $214K | Hold |
1,569
| – | – | 0.16% | 79 |
|
|
2023
Q3 | $202K | Hold |
1,569
| – | – | 0.18% | 72 |
|
|
2023
Q2 | $208K | Buy |
+1,569
| New | +$208K | 0.17% | 75 |
|