BWM
BCS Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Sell |
4,010
-70
| -2% | -$9.44K | 0.12% | 153 |
|
|
2025
Q1 | $596K | Buy |
4,080
+1
| +0% | +$146 | 0.15% | 127 |
|
|
2024
Q4 | $561K | Buy |
4,079
+1
| +0% | +$138 | 0.14% | 135 |
|
|
2024
Q3 | $628K | Buy |
4,078
+208
| +5% | +$32K | 0.27% | 76 |
|
|
2024
Q2 | $564K | Sell |
3,870
-319
| -8% | -$46.5K | 0.27% | 76 |
|
|
2024
Q1 | $619K | Buy |
4,189
+923
| +28% | +$136K | 0.2% | 108 |
|
|
2023
Q4 | $445K | Buy |
3,266
+1,087
| +50% | +$148K | 0.16% | 128 |
|
|
2023
Q3 | $281K | Buy |
2,179
+60
| +3% | +$7.74K | 0.12% | 158 |
|
|
2023
Q2 | $281K | Sell |
2,119
-1,034
| -33% | -$137K | 0.21% | 89 |
|
|
2023
Q1 | $408K | Buy |
3,153
+92
| +3% | +$11.9K | 0.18% | 102 |
|
|
2022
Q4 | $416K | Buy |
3,061
+1,353
| +79% | +$184K | 0.17% | 119 |
|
|
2022
Q3 | $207K | Buy |
+1,708
| New | +$207K | 0.1% | 172 |
|