Cherry Tree 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 | $115K | Hold |
855
| – | – | 0.03% | 200 |
|
|
2025
Q1 | $125K | Hold |
855
| – | – | 0.03% | 193 |
|
|
2024
Q4 | $118K | Hold |
855
| – | – | 0.03% | 195 |
|
|
2024
Q3 | $132K | Hold |
855
| – | – | 0.03% | 191 |
|
|
2024
Q2 | $125K | Hold |
855
| – | – | 0.03% | 187 |
|
|
2024
Q1 | $126K | Hold |
855
| – | – | 0.03% | 186 |
|
|
2023
Q4 | $117K | Hold |
855
| – | – | 0.03% | 183 |
|
|
2023
Q3 | $110K | Hold |
855
| – | – | 0.03% | 176 |
|
|
2023
Q2 | $113K | Buy |
+855
| New | +$113K | 0.03% | 181 |
|