USAdvisors Wealth Management’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
Q2 | – | Sell |
-3,381
| Closed | -$499K | – | 146 |
|
|
2024
Q1 | $499K | Sell |
3,381
-3,454
| -51% | -$510K | 0.19% | 85 |
|
|
2023
Q4 | $932K | Sell |
6,835
-555
| -8% | -$75.7K | 0.39% | 62 |
|
|
2023
Q3 | $951K | Buy |
7,390
+50
| +0.7% | +$6.43K | 0.42% | 58 |
|
|
2023
Q2 | $966K | Buy |
7,340
+1,707
| +30% | +$225K | 0.46% | 57 |
|
|
2023
Q1 | $729K | Buy |
5,633
+253
| +5% | +$32.7K | 0.35% | 69 |
|
|
2022
Q4 | $731K | Buy |
5,380
+805
| +18% | +$109K | 0.35% | 68 |
|
|
2022
Q3 | $554K | Buy |
4,575
+1,512
| +49% | +$183K | 0.28% | 73 |
|
|
2022
Q2 | $393K | Buy |
3,063
+988
| +48% | +$127K | 0.2% | 93 |
|
|
2022
Q1 | $284K | Buy |
+2,075
| New | +$284K | 0.12% | 100 |
|