Tandem Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31,657
| Closed | -$4.88M | – | 55 |
|
|
2024
Q3 | $4.88M | Sell |
31,657
-145
| -0.5% | -$22.3K | 2.47% | 14 |
|
|
2024
Q2 | $4.64M | Buy |
31,802
+584
| +2% | +$85.1K | 2.48% | 14 |
|
|
2024
Q1 | $4.57M | Buy |
31,218
+268
| +0.9% | +$39.2K | 2.51% | 14 |
|
|
2023
Q4 | $4.22M | Sell |
30,950
-592
| -2% | -$80.7K | 2.43% | 14 |
|
|
2023
Q3 | $4.06M | Buy |
31,542
+902
| +3% | +$116K | 2.48% | 14 |
|
|
2023
Q2 | $4.06M | Sell |
30,640
-178
| -0.6% | -$23.6K | 2.46% | 14 |
|
|
2023
Q1 | $3.99M | Sell |
30,818
-23,037
| -43% | -$2.98M | 2.48% | 14 |
|
|
2022
Q4 | $7.32M | Buy |
+53,855
| New | +$7.32M | 4.65% | 9 |
|