WCM
Wealthcare Capital Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-600
| Closed | -$70K | – | 688 |
|
|
2021
Q1 | $70K | Buy |
+600
| New | +$70K | 0.01% | 120 |
|
|
2020
Q2 | – | Sell |
-600
| Closed | -$53K | – | 252 |
|
|
2020
Q1 | $53K | Hold |
600
| – | – | 0.01% | 88 |
|
|
2019
Q4 | $61K | Hold |
600
| – | – | 0.01% | 102 |
|
|
2019
Q3 | $54K | Hold |
600
| – | – | 0.01% | 96 |
|
|
2019
Q2 | $56K | Hold |
600
| – | – | 0.01% | 90 |
|
|
2019
Q1 | $55K | Hold |
600
| – | – | 0.01% | 93 |
|
|
2018
Q4 | $52K | Hold |
600
| – | – | 0.01% | 91 |
|
|
2018
Q3 | $57K | Hold |
600
| – | – | 0.01% | 84 |
|
|
2018
Q2 | $50K | Hold |
600
| – | – | 0.01% | 86 |
|
|
2018
Q1 | $49K | Hold |
600
| – | – | 0.01% | 82 |
|
|
2017
Q4 | $50K | Hold |
600
| – | – | 0.01% | 86 |
|
|
2017
Q3 | $49K | Hold |
600
| – | – | 0.01% | 82 |
|
|
2017
Q2 | $48K | Hold |
600
| – | – | 0.01% | 81 |
|
|
2017
Q1 | $45K | Hold |
600
| – | – | ﹤0.01% | 85 |
|
|
2016
Q4 | $41K | Hold |
600
| – | – | ﹤0.01% | 87 |
|
|
2016
Q3 | $43K | Hold |
600
| – | – | ﹤0.01% | 77 |
|
|
2016
Q2 | $43K | Hold |
600
| – | – | ﹤0.01% | 76 |
|
|
2016
Q1 | $41K | Hold |
600
| – | – | ﹤0.01% | 86 |
|
|
2015
Q4 | $43K | Hold |
600
| – | – | 0.01% | 91 |
|
|
2015
Q3 | $40K | Sell |
600
-533
| -47% | -$35.5K | ﹤0.01% | 101 |
|
|
2015
Q2 | $84K | Sell |
1,133
-13,107
| -92% | -$972K | 0.01% | 80 |
|
|
2015
Q1 | $1.03M | Buy |
+14,240
| New | +$1.03M | 0.12% | 20 |
|