West 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,286
| Closed | -$1.67M | – | 177 |
|
|
2022
Q4 | $1.67M | Buy |
12,286
+611
| +5% | +$83K | 0.47% | 23 |
|
|
2022
Q3 | $1.41M | Buy |
+11,675
| New | +$1.41M | 0.42% | 25 |
|
|
2022
Q1 | – | Sell |
-8,825
| Closed | -$1.24M | – | 202 |
|
|
2021
Q4 | $1.24M | Buy |
8,825
+1,029
| +13% | +$145K | 0.33% | 23 |
|
|
2021
Q3 | $992K | Buy |
+7,796
| New | +$992K | 0.29% | 25 |
|