Willingdon Wealth Management’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
2018
Q1
Sell
-500
Closed -$41K 394
2017
Q4
$41K Hold
500
0.01% 164
2017
Q3
$41K Buy
+500
New +$40.2K 0.01% 162

Other funds holding XLV

Willingdon Wealth Management's XLV Position: Q1 2018 in Review

Willingdon Wealth Management sold out of State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2018, closing a stake of 500 shares — an estimated $41K sold.

Willingdon Wealth Management first reported a position in XLV in Q3 2017 and held it in 2 quarters. The position peaked at $41K in Q4 2017. 756 funds tracked by Wall St. Rank hold XLV as of Q1 2018.

  • Willingdon Wealth Management reported no remaining State Street Health Care Select Sector SPDR ETF position as of Q1 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 500 State Street Health Care Select Sector SPDR ETF shares in Q1 2018, an estimated $41K.
  • Willingdon Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q3 2017 and held it in 2 quarters.
  • Willingdon Wealth Management's State Street Health Care Select Sector SPDR ETF position peaked at $41K in Q4 2017.
  • 756 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2018.

Based on Willingdon Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.