Altus Wealth Group’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
Q1 | – | Sell |
-2,915
| Closed | -$401K | – | 148 |
|
|
2024
Q4 | $401K | Sell |
2,915
-15
| -0.5% | -$2.06K | 0.18% | 104 |
|
|
2024
Q3 | $451K | Sell |
2,930
-8,230
| -74% | -$1.27M | 0.19% | 93 |
|
|
2024
Q2 | $1.63M | Sell |
11,160
-2,041
| -15% | -$297K | 0.81% | 33 |
|
|
2024
Q1 | $1.95M | Buy |
13,201
+11,516
| +683% | +$1.7M | 0.98% | 27 |
|
|
2023
Q4 | $230K | Buy |
+1,685
| New | +$230K | 0.13% | 123 |
|