Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $26K | Hold |
249
| – | – | 0.01% | 410 |
|
|
2020
Q2 | $25K | Hold |
249
| – | – | 0.01% | 429 |
|
|
2020
Q1 | $22K | Hold |
249
| – | – | 0.01% | 409 |
|
|
2019
Q4 | $25K | Hold |
249
| – | – | 0.01% | 453 |
|
|
2019
Q3 | $22K | Hold |
249
| – | – | 0.01% | 448 |
|
|
2019
Q2 | $23K | Hold |
249
| – | – | 0.01% | 437 |
|
|
2019
Q1 | $23K | Hold |
249
| – | – | 0.01% | 444 |
|
|
2018
Q4 | $22K | Hold |
249
| – | – | 0.01% | 429 |
|
|
2018
Q3 | $24K | Hold |
249
| – | – | 0.01% | 425 |
|
|
2018
Q2 | $21K | Hold |
249
| – | – | 0.01% | 448 |
|
|
2018
Q1 | $20K | Sell |
249
-50
| -17% | -$4.02K | 0.01% | 459 |
|
|
2017
Q4 | $25K | Hold |
299
| – | – | 0.01% | 421 |
|
|
2017
Q3 | $24K | Sell |
299
-67
| -18% | -$5.38K | 0.01% | 422 |
|
|
2017
Q2 | $29K | Buy |
+366
| New | +$29K | 0.01% | 377 |
|