BWA
BlueSky Wealth 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 | $324K | Buy |
2,404
+10
| +0.4% | +$1.35K | 0.05% | 59 |
|
|
2025
Q1 | $350K | Hold |
2,394
| – | – | 0.05% | 61 |
|
|
2024
Q4 | $329K | Hold |
2,394
| – | – | 0.05% | 60 |
|
|
2024
Q3 | $369K | Hold |
2,394
| – | – | 0.06% | 59 |
|
|
2024
Q2 | $349K | Buy |
+2,394
| New | +$349K | 0.06% | 60 |
|
|
2024
Q1 | – | Sell |
-2,394
| Closed | -$326K | – | 70 |
|
|
2023
Q4 | $326K | Hold |
2,394
| – | – | 0.06% | 57 |
|
|
2023
Q3 | $308K | Hold |
2,394
| – | – | 0.06% | 58 |
|
|
2023
Q2 | $318K | Hold |
2,394
| – | – | 0.06% | 58 |
|
|
2023
Q1 | $310K | Hold |
2,394
| – | – | 0.06% | 57 |
|
|
2022
Q4 | $325K | Hold |
2,394
| – | – | 0.07% | 54 |
|
|
2022
Q3 | $290K | Hold |
2,394
| – | – | 0.07% | 58 |
|
|
2022
Q2 | $307K | Hold |
2,394
| – | – | 0.07% | 56 |
|
|
2022
Q1 | $328K | Hold |
2,394
| – | – | 0.06% | 57 |
|
|
2021
Q4 | $337K | Hold |
2,394
| – | – | 0.06% | 56 |
|
|
2021
Q3 | $305K | Hold |
2,394
| – | – | 0.06% | 55 |
|
|
2021
Q2 | $308K | Sell |
2,394
-275
| -10% | -$35.4K | 0.06% | 56 |
|
|
2021
Q1 | $315K | Buy |
+2,669
| New | +$315K | 0.07% | 48 |
|