Watermark Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-263
| Closed | -$21K | – | 255 |
|
|
2018
Q1 | $21K | Hold |
263
| – | – | 0.01% | 138 |
|
|
2017
Q4 | $22K | Hold |
263
| – | – | 0.01% | 140 |
|
|
2017
Q3 | $21K | Hold |
263
| – | – | 0.01% | 138 |
|
|
2017
Q2 | $21K | Hold |
263
| – | – | 0.01% | 140 |
|
|
2017
Q1 | $20K | Buy |
+263
| New | +$20K | 0.01% | 138 |
|