Berger Financial Group’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 | $2.03M | Sell |
15,029
-1,142
| -7% | -$154K | 0.13% | 131 |
|
|
2025
Q1 | $2.36M | Sell |
16,171
-86
| -0.5% | -$12.6K | 0.16% | 118 |
|
|
2024
Q4 | $2.24M | Sell |
16,257
-1,082
| -6% | -$149K | 0.15% | 119 |
|
|
2024
Q3 | $2.67M | Sell |
17,339
-603
| -3% | -$92.9K | 0.19% | 103 |
|
|
2024
Q2 | $2.62M | Sell |
17,942
-2,132
| -11% | -$311K | 0.21% | 101 |
|
|
2024
Q1 | $2.97M | Buy |
20,074
+17,570
| +702% | +$2.6M | 0.24% | 95 |
|
|
2023
Q4 | $341K | Buy |
+2,504
| New | +$341K | 0.04% | 210 |
|