WR Wealth Planners’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.4K | Hold |
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|
2024
Q3 | $21.7K | Hold |
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|
2024
Q2 | $20.6K | Hold |
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|
2024
Q1 | $20.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $159K | Buy |
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|
2023
Q2 | $147K | Buy |
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|
2023
Q1 | $25K | Buy |
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|
2022
Q4 | $3.4K | Hold |
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|
2022
Q3 | $3.03K | Hold |
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|
2022
Q2 | $3.21K | Hold |
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|
2022
Q1 | $3.42K | Buy |
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