TIAM2
Tru Independence Asset Management 2’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,849
| Closed | -$401K | – | 144 |
|
|
2021
Q4 | $401K | Sell |
2,849
-129
| -4% | -$18.2K | 0.21% | 83 |
|
|
2021
Q3 | $379K | Sell |
2,978
-39
| -1% | -$4.96K | 0.27% | 71 |
|
|
2021
Q2 | $380K | Buy |
3,017
+13
| +0.4% | +$1.64K | 0.26% | 80 |
|
|
2021
Q1 | $351K | Sell |
3,004
-17,915
| -86% | -$2.09M | 0.28% | 76 |
|
|
2020
Q4 | $2.37M | Buy |
+20,919
| New | +$2.37M | 2% | 15 |
|