Redmont Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,530
Closed -$457K 73
2023
Q1
$457K Sell
3,530
-3,310
-48% -$432K 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% +$72.8K 1% 19
2021
Q4
$886K Buy
+6,290
New +$835K 0.95% 21

Other funds holding XLV

Redmont Wealth Advisors's XLV Position: Q2 2023 in Review

Redmont Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2023, closing a stake of 3,530 shares — an estimated $457K sold.

Redmont Wealth Advisors first reported a position in XLV in Q4 2021 and held it in 6 quarters. The position peaked at $937K in Q1 2022. 1,543 funds tracked by Wall St. Rank hold XLV as of Q2 2023.

  • Redmont Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Redmont Wealth Advisors sold 3,530 State Street Health Care Select Sector SPDR ETF shares in Q2 2023, an estimated $457K.
  • Redmont Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2021 and held it in 6 quarters.
  • Redmont Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $937K in Q1 2022.
  • 1,543 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2023.

Based on Redmont Wealth Advisors's 13F filing for Q2 2023, filed 20 Jul 2023.