Birchbrook’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
$1.27M Sell
9,449
-514
-5% -$69.3K 0.68% 32
2025
Q1
$1.45M Buy
9,963
+639
+7% +$93.3K 0.82% 25
2024
Q4
$1.28M Sell
9,324
-215
-2% -$29.6K 0.73% 33
2024
Q3
$1.47M Buy
9,539
+9,104
+2,093% +$1.4M 0.81% 28
2024
Q2
$63.4K Hold
435
0.04% 112
2024
Q1
$64.3K Hold
435
0.04% 109
2023
Q4
$59.3K Buy
+435
New +$59.3K 0.04% 112