CWM
Comprehensive Wealth Management’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 | $988K | Buy |
7,330
+314
| +4% | +$42.3K | 0.8% | 25 |
|
|
2025
Q1 | $1.02M | Buy |
7,016
+995
| +17% | +$145K | 0.71% | 21 |
|
|
2024
Q4 | $828K | Buy |
6,021
+911
| +18% | +$125K | 0.62% | 17 |
|
|
2024
Q3 | $787K | Buy |
5,110
+249
| +5% | +$38.4K | 0.51% | 15 |
|
|
2024
Q2 | $708K | Buy |
+4,861
| New | +$708K | 0.52% | 15 |
|