Correct Capital 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 | $225K | Sell |
1,670
-1,520
| -48% | -$205K | 0.03% | 104 |
|
|
2025
Q1 | $466K | Sell |
3,190
-518
| -14% | -$75.6K | 0.08% | 80 |
|
|
2024
Q4 | $510K | Hold |
3,708
| – | – | 0.1% | 76 |
|
|
2024
Q3 | $571K | Sell |
3,708
-1,023
| -22% | -$158K | 0.13% | 70 |
|
|
2024
Q2 | $690K | Sell |
4,731
-20,740
| -81% | -$3.02M | 0.16% | 63 |
|
|
2024
Q1 | $3.76M | Sell |
25,471
-2,582
| -9% | -$381K | 0.87% | 20 |
|
|
2023
Q4 | $3.83M | Buy |
+28,053
| New | +$3.83M | 0.97% | 17 |
|