PAIM
Punch & Associates Investment Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,790
| Closed | -$225K | – | 252 |
|
|
2021
Q2 | $225K | Hold |
1,790
| – | – | 0.01% | 215 |
|
|
2021
Q1 | $209K | Hold |
1,790
| – | – | 0.01% | 222 |
|
|
2020
Q4 | $203K | Buy |
+1,790
| New | +$203K | 0.01% | 215 |
|
|
2020
Q1 | – | Sell |
-1,790
| Closed | -$182K | – | 248 |
|
|
2019
Q4 | $182K | Buy |
+1,790
| New | +$182K | 0.01% | 214 |
|