PWS
Precision Wealth Strategies’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,315
| Closed | -$440K | – | 109 |
|
|
2023
Q2 | $440K | Sell |
3,315
-213
| -6% | -$28.3K | 0.72% | 32 |
|
|
2023
Q1 | $457K | Sell |
3,528
-74
| -2% | -$9.58K | 0.72% | 31 |
|
|
2022
Q4 | $489K | Sell |
3,602
-71
| -2% | -$9.65K | 0.51% | 39 |
|
|
2022
Q3 | $474K | Buy |
3,673
+229
| +7% | +$29.6K | 0.42% | 50 |
|
|
2022
Q2 | $439K | Buy |
3,444
+995
| +41% | +$127K | 0.35% | 58 |
|
|
2022
Q1 | $336K | Buy |
2,449
+189
| +8% | +$25.9K | 0.2% | 109 |
|
|
2021
Q4 | $318K | Buy |
+2,260
| New | +$318K | 0.23% | 104 |
|