Provence Wealth Management Group’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 | $119K | Hold |
870
| – | – | 0.06% | 174 |
|
|
2023
Q3 | $112K | Buy |
+870
| New | +$112K | 0.07% | 165 |
|
|
2023
Q1 | – | Sell |
-1,557
| Closed | -$211K | – | 145 |
|
|
2022
Q4 | $211K | Buy |
+1,557
| New | +$211K | 0.17% | 112 |
|
|
2022
Q1 | – | Sell |
-1,459
| Closed | -$205K | – | 79 |
|
|
2021
Q4 | $205K | Buy |
+1,459
| New | +$205K | 0.23% | 74 |
|