Rowland Carmichael 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
2018
Q2
Sell
-220
Closed -$18K 368
2018
Q1
$18K Hold
220
0.01% 293
2017
Q4
$18K Buy
+220
New +$18.1K 0.01% 302
2017
Q2
Sell
-310
Closed -$23K 306
2017
Q1
$23K Sell
310
-237
-43% -$17.3K 0.01% 263
2016
Q4
$38K Buy
+547
New +$38K 0.02% 269
2016
Q3
Sell
-621
Closed -$45K 308
2016
Q2
$45K Sell
621
-515
-45% -$36.3K 0.03% 262
2016
Q1
$77K Buy
+1,136
New +$76.1K 0.07% 161

Other funds holding XLV

Rowland Carmichael Advisors's XLV Position: Q2 2018 in Review

Rowland Carmichael Advisors sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q2 2018, closing a stake of 220 shares — an estimated $18K sold.

Rowland Carmichael Advisors first reported a position in XLV in Q1 2016 and held it in 6 quarters. The position peaked at $77K in Q1 2016. 741 funds tracked by Wall St. Rank hold XLV as of Q2 2018.

  • Rowland Carmichael Advisors reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q2 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 220 State Street Health Care Select Sector SPDR ETF shares in Q2 2018, an estimated $18K.
  • Rowland Carmichael Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2016 and held it in 6 quarters.
  • Rowland Carmichael Advisors's State Street Health Care Select Sector SPDR ETF position peaked at $77K in Q1 2016.
  • 741 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2018, filed 10 Feb 2020.