WR Wealth Planners’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
Q4 | $19.4K | Hold |
141
| – | – | 0.01% | 464 |
|
|
2024
Q3 | $21.7K | Hold |
141
| – | – | 0.01% | 467 |
|
|
2024
Q2 | $20.6K | Hold |
141
| – | – | 0.01% | 442 |
|
|
2024
Q1 | $20.8K | Buy |
+141
| New | +$20.8K | 0.01% | 444 |
|
|
2023
Q4 | – | Sell |
-1,234
| Closed | -$159K | – | 880 |
|
|
2023
Q3 | $159K | Buy |
1,234
+128
| +12% | +$16.5K | 0.06% | 194 |
|
|
2023
Q2 | $147K | Buy |
1,106
+913
| +473% | +$121K | 0.06% | 202 |
|
|
2023
Q1 | $25K | Buy |
193
+168
| +672% | +$21.7K | 0.01% | 395 |
|
|
2022
Q4 | $3.4K | Hold |
25
| – | – | ﹤0.01% | 362 |
|
|
2022
Q3 | $3.03K | Hold |
25
| – | – | ﹤0.01% | 360 |
|
|
2022
Q2 | $3.21K | Hold |
25
| – | – | ﹤0.01% | 386 |
|
|
2022
Q1 | $3.43K | Buy |
+25
| New | +$3.43K | ﹤0.01% | 387 |
|