WestHill 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
Q4 | – | Sell |
-991
| Closed | -$128K | – | 121 |
|
|
2023
Q3 | $128K | Sell |
991
-17
| -2% | -$2.19K | 0.04% | 75 |
|
|
2023
Q2 | $134K | Buy |
1,008
+17
| +2% | +$2.26K | 0.04% | 71 |
|
|
2023
Q1 | $128K | Hold |
991
| – | – | 0.04% | 72 |
|
|
2022
Q4 | $135K | Hold |
991
| – | – | 0.04% | 70 |
|
|
2022
Q3 | $120K | Hold |
991
| – | – | 0.04% | 66 |
|
|
2022
Q2 | $127K | Hold |
991
| – | – | 0.04% | 68 |
|
|
2022
Q1 | $136K | Hold |
991
| – | – | 0.04% | 79 |
|
|
2021
Q4 | $140K | Hold |
991
| – | – | 0.04% | 82 |
|
|
2021
Q3 | $126K | Buy |
+991
| New | +$126K | 0.04% | 68 |
|
|
2021
Q1 | $116K | Buy |
+991
| New | +$116K | 0.04% | 59 |
|