River 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
2019
Q1
Sell
-1,280
Closed -$111K 522
2018
Q4
$111K Hold
1,280
0.05% 182
2018
Q3
$122K Buy
1,280
+126
+11% +$11.4K 0.05% 192
2018
Q2
$96K Buy
+1,154
New +$95.6K 0.04% 205

Other funds holding XLV

River Wealth Advisors's XLV Position: Q1 2019 in Review

River Wealth Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2019, closing a stake of 1,280 shares — an estimated $111K sold.

River Wealth Advisors first reported a position in XLV in Q2 2018 and held it in 3 quarters. The position peaked at $122K in Q3 2018. 903 funds tracked by Wall St. Rank hold XLV as of Q1 2019.

  • River Wealth Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 1,280 State Street Health Care Select Sector SPDR ETF shares in Q1 2019, an estimated $111K.
  • River Wealth Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $122K in Q3 2018.
  • 903 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.