Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $468K | Buy |
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|
2020
Q1 | $376K | Buy |
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|
2019
Q4 | $298K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $268K | Hold |
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|
2019
Q1 | $266K | Hold |
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|
2018
Q4 | $251K | Buy |
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|
2018
Q3 | $270K | Sell |
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|
2018
Q2 | $240K | Sell |
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|
2018
Q1 | $238K | Buy |
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|
2017
Q4 | $237K | Buy |
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|
2017
Q3 | $232K | Hold |
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|
2017
Q2 | $225K | Hold |
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|
2017
Q1 | $211K | Hold |
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|
2016
Q4 | $196K | Sell |
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|
2016
Q3 | $215K | Buy |
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|
2016
Q2 | $152K | Hold |
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|
2016
Q1 | $143K | Hold |
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|
2015
Q4 | $152K | Buy |
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