Angeles 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 | $47.4K | Buy |
352
+52
| +17% | +$7.01K | ﹤0.01% | 380 |
|
|
2025
Q1 | $43.8K | Hold |
300
| – | – | ﹤0.01% | 335 |
|
|
2024
Q4 | $41.3K | Sell |
300
-1,100
| -79% | -$151K | ﹤0.01% | 344 |
|
|
2024
Q3 | $216K | Buy |
+1,400
| New | +$216K | 0.02% | 250 |
|
|
2024
Q2 | – | Sell |
-24
| Closed | -$3.55K | – | 324 |
|
|
2024
Q1 | $3.55K | Hold |
24
| – | – | ﹤0.01% | 288 |
|
|
2023
Q4 | $3.27K | Sell |
24
-511
| -96% | -$69.7K | ﹤0.01% | 255 |
|
|
2023
Q3 | $68.9K | Buy |
+535
| New | +$68.9K | 0.01% | 193 |
|