Regal Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-17
| Closed | -$2K | – | 248 |
|
|
2021
Q1 | $2K | Buy |
17
+1
| +6% | +$118 | ﹤0.01% | 222 |
|
|
2020
Q4 | $2K | Hold |
16
| – | – | ﹤0.01% | 196 |
|
|
2020
Q3 | $2K | Hold |
16
| – | – | ﹤0.01% | 192 |
|
|
2020
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 190 |
|
|
2020
Q1 | $1K | Sell |
16
-461
| -97% | -$28.8K | ﹤0.01% | 177 |
|
|
2019
Q4 | $49K | Buy |
+477
| New | +$49K | 0.03% | 85 |
|