WCAMG
Woodard & Company Asset Management Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,418
| Closed | -$605K | – | 129 |
|
|
2022
Q1 | $605K | Sell |
4,418
-2
| -0% | -$274 | 0.25% | 51 |
|
|
2021
Q4 | $623K | Buy |
4,420
+30
| +0.7% | +$4.23K | 0.3% | 51 |
|
|
2021
Q3 | $559K | Buy |
4,390
+464
| +12% | +$59.1K | 0.35% | 48 |
|
|
2021
Q2 | $494K | Buy |
3,926
+15
| +0.4% | +$1.89K | 0.3% | 50 |
|
|
2021
Q1 | $457K | Buy |
3,911
+13
| +0.3% | +$1.52K | 0.29% | 49 |
|
|
2020
Q4 | $442K | Buy |
+3,898
| New | +$442K | 0.27% | 45 |
|