Torch Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-2,350
Closed -$143K 238
2014
Q2
$143K Hold
2,350
0.1% 109
2014
Q1
$137K Buy
2,350
+100
+4% +$5.76K 0.1% 100
2013
Q4
$125K Buy
+2,250
New +$120K 0.1% 103

Other funds holding XLV

Torch Wealth Management's XLV Position: Q3 2014 in Review

Torch Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q3 2014, closing a stake of 2,350 shares — an estimated $143K sold.

Torch Wealth Management first reported a position in XLV in Q4 2013 and held it in 3 quarters. The position peaked at $143K in Q2 2014. 443 funds tracked by Wall St. Rank hold XLV as of Q3 2014.

  • Torch Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 2,350 State Street Health Care Select Sector SPDR ETF shares in Q3 2014, an estimated $143K.
  • Torch Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $143K in Q2 2014.
  • 443 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.