WealthSource Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $462K | Sell |
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|
2023
Q3 | $616K | Sell |
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|
2023
Q2 | $663K | Sell |
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|
2023
Q1 | $653K | Sell |
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|
2022
Q4 | $890K | Sell |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $1.24M | Sell |
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|
2022
Q1 | $1.94M | Buy |
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|
2021
Q4 | $787K | Sell |
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|
2021
Q3 | $722K | Buy |
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|
2021
Q2 | $666K | Sell |
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|
2021
Q1 | $681K | Buy |
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|
2020
Q4 | $627K | Sell |
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|
2020
Q3 | $1M | Sell |
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|
2020
Q2 | $1M | Sell |
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|
2020
Q1 | $964K | Sell |
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|
2019
Q4 | $1.29M | Buy |
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|
2019
Q3 | $1.01M | Sell |
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|
2019
Q2 | $1.07M | Sell |
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|
2019
Q1 | $2.48M | Sell |
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|
2018
Q4 | $2.76M | Buy |
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|
2018
Q3 | $1.86M | Buy |
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