Strategic Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.63M | Hold |
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|
2021
Q3 | $3.28M | Sell |
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|
2021
Q2 | $5.55M | Sell |
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|
2021
Q1 | $5.21M | Buy |
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|
2020
Q4 | $2.69M | Sell |
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|
2020
Q3 | $2.63M | Sell |
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|
2020
Q2 | $3.43M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.9M | Sell |
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|
2019
Q3 | $5.57M | Sell |
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|
2019
Q2 | $5.87M | Buy |
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|
2019
Q1 | $2.83M | Sell |
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|
2018
Q4 | $3.64M | Sell |
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|
2018
Q3 | $4.03M | Sell |
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|
2018
Q2 | $3.55M | Sell |
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|
2018
Q1 | $3.46M | Sell |
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|
2017
Q4 | $3.55M | Sell |
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|
2017
Q3 | $3.65M | Buy |
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|
2017
Q2 | $3.19M | Hold |
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|
2017
Q1 | $2.99M | Buy |
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|
2016
Q4 | $2.76M | Sell |
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|
2016
Q3 | $5.93M | Hold |
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|
2016
Q2 | $5.93M | Buy |
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|
2016
Q1 | $3.66M | Sell |
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|
2015
Q4 | $7.68M | Buy |
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|
2015
Q3 | $5.69M | Buy |
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|
2015
Q2 | $4.55M | Sell |
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|
2015
Q1 | $8.08M | Sell |
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|
2014
Q4 | $8.15M | Sell |
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|
2014
Q3 | $7.95M | Sell |
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|
2014
Q2 | $10.5M | Sell |
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|
2014
Q1 | $10.7M | Buy |
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|
2013
Q4 | $7.3M | Buy |
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|
2013
Q3 | $3.67M | Buy |
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