CarsonAllaria Wealth Management’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 | $27.1K | Sell |
201
-7
| -3% | -$944 | 0.01% | 170 |
|
|
2025
Q1 | $30.4K | Hold |
208
| – | – | 0.02% | 164 |
|
|
2024
Q4 | $28.6K | Hold |
208
| – | – | 0.02% | 170 |
|
|
2024
Q3 | $32K | Buy |
+208
| New | +$32K | 0.02% | 164 |
|
|
2024
Q2 | – | Sell |
-10
| Closed | -$1.48K | – | 428 |
|
|
2024
Q1 | $1.48K | Buy |
+10
| New | +$1.48K | ﹤0.01% | 347 |
|