SWA
Sutton Wealth Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-30
| Closed | -$2.44K | – | 1169 |
|
|
2018
Q1 | $2.44K | Buy |
+30
| New | +$2.44K | ﹤0.01% | 993 |
|
|
2017
Q4 | – | Sell |
-869
| Closed | -$71K | – | 1118 |
|
|
2017
Q3 | $71K | Hold |
869
| – | – | 0.05% | 222 |
|
|
2017
Q2 | $68.9K | Hold |
869
| – | – | 0.05% | 221 |
|
|
2017
Q1 | $64.6K | Sell |
869
-128
| -13% | -$9.52K | 0.05% | 221 |
|
|
2016
Q4 | $68.7K | Sell |
997
-169
| -14% | -$11.7K | 0.06% | 216 |
|
|
2016
Q3 | $84.1K | Hold |
1,166
| – | – | 0.08% | 197 |
|
|
2016
Q2 | $83.6K | Sell |
1,166
-1,159
| -50% | -$83.1K | 0.08% | 194 |
|
|
2016
Q1 | $158K | Buy |
+2,325
| New | +$158K | 0.15% | 120 |
|