Able Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
1,752
-1,214
| -41% | -$164K | 0.12% | 96 |
|
|
2025
Q1 | $433K | Sell |
2,966
-984
| -25% | -$144K | 0.26% | 66 |
|
|
2024
Q4 | $543K | Buy |
3,950
+415
| +12% | +$57.1K | 0.36% | 58 |
|
|
2024
Q3 | $545K | Sell |
3,535
-1,884
| -35% | -$290K | 0.41% | 51 |
|
|
2024
Q2 | $790K | Sell |
5,419
-589
| -10% | -$85.8K | 0.65% | 36 |
|
|
2024
Q1 | $888K | Buy |
6,008
+1,045
| +21% | +$154K | 0.77% | 29 |
|
|
2023
Q4 | $677K | Buy |
+4,963
| New | +$677K | 0.61% | 31 |
|