Brady Family Wealth’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 | $523K | Hold |
3,882
| – | – | 0.16% | 85 |
|
|
2025
Q1 | $567K | Hold |
3,882
| – | – | 0.18% | 84 |
|
|
2024
Q4 | $534K | Hold |
3,882
| – | – | 0.16% | 83 |
|
|
2024
Q3 | $598K | Hold |
3,882
| – | – | 0.18% | 79 |
|
|
2024
Q2 | $566K | Sell |
3,882
-17
| -0.4% | -$2.48K | 0.18% | 80 |
|
|
2024
Q1 | $576K | Hold |
3,899
| – | – | 0.19% | 81 |
|
|
2023
Q4 | $532K | Buy |
+3,899
| New | +$532K | 0.18% | 79 |
|