Balboa Wealth Partners’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Sell |
|
|||||
|
2025
Q1 | $663K | Sell |
|
|||||
|
2024
Q4 | $640K | Sell |
|
|||||
|
2024
Q3 | $765K | Sell |
|
|||||
|
2024
Q2 | $729K | Buy |
|
|||||
|
2024
Q1 | $555K | Sell |
|
|||||
|
2023
Q4 | $654K | Buy |
|
|||||
|
2023
Q3 | $606K | Sell |
|
|||||
|
2023
Q2 | $644K | Buy |
|
|||||
|
2023
Q1 | $616K | Sell |
|
|||||
|
2022
Q4 | $1.12M | Buy |
|
|||||
|
2022
Q3 | $844K | Buy |
|