SVB Investment Services’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-513
| Closed | -$58K | – | 62 |
|
2020
Q4 | $58K | Hold |
513
| – | – | 0.05% | 51 |
|
2020
Q3 | $54K | Buy |
513
+193
| +60% | +$20.3K | 0.05% | 49 |
|
2020
Q2 | $32K | Hold |
320
| – | – | 0.03% | 51 |
|
2020
Q1 | $28K | Hold |
320
| – | – | 0.02% | 47 |
|
2019
Q4 | $33K | Buy |
+320
| New | +$33K | 0.03% | 50 |
|