Redmont Wealth Advisors’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
Q2 | – | Sell |
-3,530
| Closed | -$457K | – | 73 |
|
|
2023
Q1 | $457K | Sell |
3,530
-3,310
| -48% | -$429K | 0.92% | 30 |
|
|
2022
Q4 | $929K | Hold |
6,840
| – | – | 1.09% | 17 |
|
|
2022
Q3 | $828K | Hold |
6,840
| – | – | 1.08% | 17 |
|
|
2022
Q2 | $877K | Hold |
6,840
| – | – | 1.06% | 17 |
|
|
2022
Q1 | $937K | Buy |
6,840
+550
| +9% | +$75.3K | 1% | 19 |
|
|
2021
Q4 | $886K | Buy |
+6,290
| New | +$886K | 0.95% | 20 |
|