Arista 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 | $310K | Hold |
2,303
| – | – | 0.04% | 187 |
|
|
2025
Q1 | $336K | Hold |
2,303
| – | – | 0.08% | 49 |
|
|
2024
Q4 | $317K | Hold |
2,303
| – | – | 0.08% | 48 |
|
|
2024
Q3 | $355K | Hold |
2,303
| – | – | 0.09% | 48 |
|
|
2024
Q2 | $336K | Buy |
+2,303
| New | +$336K | 0.09% | 48 |
|
|
2024
Q1 | – | Sell |
-2,303
| Closed | -$314K | – | 59 |
|
|
2023
Q4 | $314K | Hold |
2,303
| – | – | 0.12% | 41 |
|
|
2023
Q3 | $296K | Hold |
2,303
| – | – | 0.12% | 43 |
|
|
2023
Q2 | $306K | Sell |
2,303
-149
| -6% | -$19.8K | 0.13% | 46 |
|
|
2023
Q1 | $317K | Sell |
2,452
-45
| -2% | -$5.83K | 0.17% | 43 |
|
|
2022
Q4 | $339K | Buy |
+2,497
| New | +$339K | 0.21% | 42 |
|