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 |
|