WealthPlan Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-124
| Closed | -$16.4K | – | 369 |
|
|
2023
Q2 | $16.4K | Sell |
124
-233
| -65% | -$30.8K | ﹤0.01% | 259 |
|
|
2023
Q1 | $46.2K | Sell |
357
-11,375
| -97% | -$1.47M | 0.01% | 251 |
|
|
2022
Q4 | $1.57M | Buy |
11,732
+589
| +5% | +$78.7K | 0.11% | 139 |
|
|
2022
Q3 | $1.54M | Buy |
+11,143
| New | +$1.54M | 0.11% | 133 |
|
|
2022
Q1 | $354K | Buy |
+2,716
| New | +$354K | 0.02% | 296 |
|