Abound 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
$8.36K Sell
62
-1
-2% -$135 ﹤0.01% 478
2025
Q1
$9.2K Sell
63
-10
-14% -$1.46K ﹤0.01% 418
2024
Q4
$10K Sell
73
-192
-72% -$26.4K ﹤0.01% 384
2024
Q3
$40.8K Buy
265
+175
+194% +$27K 0.01% 203
2024
Q2
$13.1K Sell
90
-16
-15% -$2.34K ﹤0.01% 325
2024
Q1
$15.7K Buy
106
+33
+45% +$4.88K 0.01% 292
2023
Q4
$9.96K Sell
73
-76
-51% -$10.4K ﹤0.01% 370
2023
Q3
$19.2K Sell
149
-9
-6% -$1.16K 0.01% 226
2023
Q2
$21K Buy
158
+148
+1,480% +$19.7K 0.01% 210
2023
Q1
$1.3K Hold
10
﹤0.01% 624
2022
Q4
$1.36K Hold
10
﹤0.01% 588
2022
Q3
$1.21K Hold
10
﹤0.01% 577
2022
Q2
$1.28K Buy
+10
New +$1.28K ﹤0.01% 111