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 |
|