WealthOne’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.83M | Sell |
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|
2023
Q2 | $4.8M | Sell |
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|
2023
Q1 | $4.74M | Sell |
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|
2022
Q4 | $5.16M | Buy |
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|
2022
Q3 | $4.47M | Sell |
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|
2022
Q2 | $5.73M | Sell |
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|
2022
Q1 | $6.4M | Sell |
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|
2021
Q4 | $6.98M | Sell |
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|
2021
Q3 | $7.2M | Buy |
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|
2021
Q2 | $6.41M | Buy |
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|
2021
Q1 | $5.38M | Buy |
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|
2020
Q4 | $4.59M | Buy |
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|
2020
Q3 | $2.83M | Buy |
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|
2020
Q2 | $2.01M | Buy |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $648K | Buy |
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|
2019
Q3 | $437K | Sell |
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|
2019
Q2 | $500K | Buy |
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|
2019
Q1 | $419K | Buy |
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|
2018
Q4 | $360K | Buy |
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