Alterna 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 | $314K | Hold |
2,332
| – | – | 0.25% | 75 |
|
|
2025
Q1 | $340K | Buy |
+2,332
| New | +$340K | 0.26% | 68 |
|
|
2024
Q3 | – | Sell |
-2,999
| Closed | -$437K | – | 116 |
|
|
2024
Q2 | $437K | Sell |
2,999
-7,080
| -70% | -$1.03M | 0.38% | 63 |
|
|
2024
Q1 | $1.49M | Buy |
+10,079
| New | +$1.49M | 1.21% | 18 |
|
|
2022
Q3 | – | Sell |
-2,053
| Closed | -$263K | – | 107 |
|
|
2022
Q2 | $263K | Buy |
2,053
+50
| +2% | +$6.41K | 0.27% | 61 |
|
|
2022
Q1 | $274K | Buy |
+2,003
| New | +$274K | 0.23% | 70 |
|