Western Pacific Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-125
| Closed | -$17K | – | 326 |
|
|
2023
Q4 | $17K | Hold |
125
| – | – | 0.01% | 181 |
|
|
2023
Q3 | $16.1K | Hold |
125
| – | – | 0.01% | 186 |
|
|
2023
Q2 | $16.6K | Hold |
125
| – | – | 0.01% | 191 |
|
|
2023
Q1 | $16.2K | Hold |
125
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $17K | Hold |
125
| – | – | 0.01% | 182 |
|
|
2022
Q3 | $15K | Hold |
125
| – | – | 0.01% | 186 |
|
|
2022
Q2 | $16K | Hold |
125
| – | – | 0.02% | 133 |
|
|
2022
Q1 | $17K | Sell |
125
-465
| -79% | -$63.2K | 0.01% | 150 |
|
|
2021
Q4 | $83K | Buy |
+590
| New | +$83K | 0.05% | 78 |
|