Accel 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 | $204K | Buy |
+1,513
| New | +$204K | 0.07% | 252 |
|
|
2024
Q2 | – | Sell |
-1,424
| Closed | -$210K | – | 255 |
|
|
2024
Q1 | $210K | Buy |
+1,424
| New | +$210K | 0.09% | 207 |
|
|
2023
Q4 | – | Sell |
-2,017
| Closed | -$260K | – | 198 |
|
|
2023
Q3 | $260K | Sell |
2,017
-827
| -29% | -$106K | 0.14% | 136 |
|
|
2023
Q2 | $378K | Sell |
2,844
-578
| -17% | -$76.7K | 0.21% | 108 |
|
|
2023
Q1 | $443K | Buy |
3,422
+168
| +5% | +$21.7K | 0.18% | 128 |
|
|
2022
Q4 | $442K | Buy |
3,254
+493
| +18% | +$67K | 0.21% | 94 |
|
|
2022
Q3 | $349K | Buy |
2,761
+763
| +38% | +$96.4K | 0.19% | 110 |
|
|
2022
Q2 | $260K | Buy |
1,998
+1,769
| +772% | +$230K | 0.15% | 127 |
|
|
2022
Q1 | $32K | Hold |
229
| – | – | 0.02% | 457 |
|
|
2021
Q4 | $32K | Hold |
229
| – | – | 0.02% | 469 |
|
|
2021
Q3 | $29K | Hold |
229
| – | – | 0.02% | 432 |
|
|
2021
Q2 | $29K | Hold |
229
| – | – | 0.02% | 448 |
|
|
2021
Q1 | $27K | Sell |
229
-30
| -12% | -$3.54K | 0.02% | 437 |
|
|
2020
Q4 | $29K | Buy |
+259
| New | +$29K | 0.03% | 416 |
|