BFA
Benedict Financial Advisors’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 | $3.75M | Buy |
27,790
+25
| +0.1% | +$3.37K | 0.85% | 40 |
|
|
2025
Q1 | $4.05M | Buy |
27,765
+99
| +0.4% | +$14.5K | 0.94% | 37 |
|
|
2024
Q4 | $3.81M | Sell |
27,666
-51
| -0.2% | -$7.02K | 0.92% | 38 |
|
|
2024
Q3 | $4.27M | Sell |
27,717
-858
| -3% | -$132K | 1.01% | 34 |
|
|
2024
Q2 | $4.16M | Buy |
28,575
+7
| +0% | +$1.02K | 1.06% | 32 |
|
|
2024
Q1 | $4.22M | Sell |
28,568
-243
| -0.8% | -$35.9K | 1.07% | 33 |
|
|
2023
Q4 | $3.93M | Sell |
28,811
-150
| -0.5% | -$20.5K | 1.07% | 31 |
|
|
2023
Q3 | $3.73M | Sell |
28,961
-132
| -0.5% | -$17K | 1.08% | 33 |
|
|
2023
Q2 | $3.86M | Sell |
29,093
-1,100
| -4% | -$146K | 1.06% | 32 |
|
|
2023
Q1 | $3.91M | Buy |
30,193
+63
| +0.2% | +$8.16K | 1.1% | 34 |
|
|
2022
Q4 | $4.09M | Sell |
30,130
-304
| -1% | -$41.3K | 1.22% | 32 |
|
|
2022
Q3 | $3.69M | Buy |
30,434
+36
| +0.1% | +$4.36K | 1.18% | 35 |
|
|
2022
Q2 | $3.9M | Sell |
30,398
-172
| -0.6% | -$22.1K | 1.15% | 35 |
|
|
2022
Q1 | $4.19M | Sell |
30,570
-1,274
| -4% | -$175K | 1.12% | 35 |
|
|
2021
Q4 | $4.49M | Sell |
31,844
-239
| -0.7% | -$33.7K | 1.17% | 26 |
|
|
2021
Q3 | $4.08M | Buy |
32,083
+1,196
| +4% | +$152K | 1.14% | 30 |
|
|
2021
Q2 | $3.89M | Buy |
30,887
+949
| +3% | +$120K | 1.08% | 33 |
|
|
2021
Q1 | $3.5M | Buy |
+29,938
| New | +$3.5M | 1.01% | 36 |
|