Wells Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-90
| Closed | -$13.1K | – | 112 |
|
|
2024
Q2 | $13.1K | Hold |
90
| – | – | 0.01% | 78 |
|
|
2024
Q1 | $13.3K | Hold |
90
| – | – | 0.01% | 64 |
|
|
2023
Q4 | $12.3K | Hold |
90
| – | – | 0.01% | 62 |
|
|
2023
Q3 | $11.6K | Hold |
90
| – | – | 0.01% | 62 |
|
|
2023
Q2 | $11.9K | Hold |
90
| – | – | 0.01% | 62 |
|
|
2023
Q1 | $11.7K | Buy |
+90
| New | +$11.7K | 0.01% | 62 |
|