WMS
Wealth Management Solutions’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $348K | Buy |
2,699
+4
| +0.1% | +$515 | 0.24% | 57 |
|
|
2023
Q2 | $358K | Sell |
2,695
-519
| -16% | -$68.9K | 0.23% | 55 |
|
|
2023
Q1 | $416K | Sell |
3,214
-300
| -9% | -$38.8K | 0.24% | 49 |
|
|
2022
Q4 | $477K | Buy |
3,514
+527
| +18% | +$71.5K | 0.25% | 49 |
|
|
2022
Q3 | $362K | Sell |
2,987
-88
| -3% | -$10.7K | 0.21% | 51 |
|
|
2022
Q2 | $394K | Buy |
3,075
+11
| +0.4% | +$1.41K | 0.22% | 53 |
|
|
2022
Q1 | $420K | Sell |
3,064
-728
| -19% | -$99.8K | 0.22% | 62 |
|
|
2021
Q4 | $534K | Buy |
+3,792
| New | +$534K | 0.27% | 58 |
|