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Strategic Wealth Management Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Strategic Wealth Management Group’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		$435K Sell
3,456
-172
-5% -$21.6K 0.16% 76
2021
Q1 		$424K Buy
3,628
+1,159
+47% +$135K 0.16% 76
2020
Q4 		$280K Hold
2,469
– – 0.12% 97
2020
Q3 		$260K Buy
+2,469
New +$260K 0.13% 93