Beaird Harris 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 | $19.9K | Hold |
148
| – | – | ﹤0.01% | 331 |
|
|
2025
Q1 | $21.6K | Hold |
148
| – | – | ﹤0.01% | 304 |
|
|
2024
Q4 | $20.4K | Hold |
148
| – | – | ﹤0.01% | 304 |
|
|
2024
Q3 | $22.8K | Hold |
148
| – | – | ﹤0.01% | 282 |
|
|
2024
Q2 | $21.6K | Buy |
148
+132
| +825% | +$19.2K | ﹤0.01% | 297 |
|
|
2024
Q1 | $2.36K | Buy |
+16
| New | +$2.36K | ﹤0.01% | 451 |
|
|
2022
Q2 | – | Sell |
-26
| Closed | -$4K | – | 634 |
|
|
2022
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 466 |
|
|
2021
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 509 |
|