SLFPAM
St. Louis Financial Planners Asset Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,020
| Closed | -$1.59M | – | 44 |
|
|
2024
Q1 | $1.59M | Buy |
11,020
+198
| +2% | +$28.5K | 1.43% | 29 |
|
|
2023
Q4 | $1.48M | Buy |
+10,822
| New | +$1.48M | 1.38% | 31 |
|
|
2023
Q3 | – | Sell |
-13,140
| Closed | -$1.74M | – | 36 |
|
|
2023
Q2 | $1.74M | Buy |
13,140
+336
| +3% | +$44.6K | 1.75% | 17 |
|
|
2023
Q1 | $1.66M | Buy |
+12,804
| New | +$1.66M | 1.89% | 19 |
|