Steward Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $67K | Hold |
526
| – | – | 0.02% | 122 |
|
|
2023
Q2 | $69K | Hold |
526
| – | – | 0.02% | 118 |
|
|
2023
Q1 | $68K | Hold |
526
| – | – | 0.02% | 79 |
|
|
2022
Q4 | $71K | Buy |
+526
| New | +$71K | 0.04% | 61 |
|
|
2022
Q3 | – | Sell |
-526
| Closed | -$67K | – | 1356 |
|
|
2022
Q2 | $67K | Hold |
526
| – | – | 0.06% | 68 |
|
|
2022
Q1 | $72K | Hold |
526
| – | – | 0.06% | 61 |
|
|
2021
Q4 | $74K | Buy |
+526
| New | +$74K | 0.07% | 59 |
|