Choice Wealth Advisors’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 | – | Sell |
-2,035
| Closed | -$297K | – | 32 |
|
|
2025
Q1 | $297K | Hold |
2,035
| – | – | 0.15% | 24 |
|
|
2024
Q4 | $280K | Hold |
2,035
| – | – | 0.14% | 25 |
|
|
2024
Q3 | $313K | Sell |
2,035
-43
| -2% | -$6.62K | 0.16% | 24 |
|
|
2024
Q2 | $303K | Buy |
2,078
+43
| +2% | +$6.27K | 0.16% | 24 |
|
|
2024
Q1 | $301K | Hold |
2,035
| – | – | 0.18% | 23 |
|
|
2023
Q4 | $278K | Hold |
2,035
| – | – | 0.17% | 27 |
|
|
2023
Q3 | $262K | Hold |
2,035
| – | – | 0.19% | 23 |
|
|
2023
Q2 | $270K | Hold |
2,035
| – | – | 0.18% | 23 |
|
|
2023
Q1 | $263K | Hold |
2,035
| – | – | 0.19% | 22 |
|
|
2022
Q4 | $276K | Buy |
+2,035
| New | +$276K | 0.21% | 24 |
|
|
2022
Q3 | – | Sell |
-52,808
| Closed | -$6.77M | – | 50 |
|
|
2022
Q2 | $6.77M | Buy |
+52,808
| New | +$6.77M | 5.49% | 6 |
|