YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $448K | Hold |
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|
2022
Q3 | $400K | Hold |
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|
2022
Q2 | $423K | Hold |
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|
2022
Q1 | $452K | Hold |
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|
2021
Q4 | $465K | Hold |
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|
2021
Q3 | $420K | Sell |
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|
2021
Q2 | $423K | Hold |
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|
2021
Q1 | $392K | Sell |
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|
2020
Q4 | $421K | Hold |
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|
2020
Q3 | $391K | Hold |
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|
2020
Q2 | $371K | Hold |
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|
2020
Q1 | $329K | Sell |
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|
2019
Q4 | $412K | Buy |
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|
2019
Q3 | $339K | Sell |
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|
2019
Q2 | $351K | Hold |
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|
2019
Q1 | $348K | Sell |
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|
2018
Q4 | $331K | Hold |
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|
2018
Q3 | $365K | Sell |
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|
2018
Q2 | $388K | Hold |
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|
2018
Q1 | $381K | Sell |
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|
2017
Q4 | $393K | Sell |
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|
2017
Q3 | $397K | Buy |
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|
2017
Q2 | $360K | Sell |
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|
2017
Q1 | $346K | Sell |
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|
2016
Q4 | $334K | Buy |
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