Darden Wealth Group’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 | $269K | Sell |
1,992
-229
| -10% | -$30.9K | 0.16% | 110 |
|
|
2025
Q1 | $324K | Hold |
2,221
| – | – | 0.25% | 78 |
|
|
2024
Q4 | $306K | Buy |
2,221
+421
| +23% | +$57.9K | 0.21% | 84 |
|
|
2024
Q3 | $277K | Buy |
1,800
+186
| +12% | +$28.7K | 0.2% | 87 |
|
|
2024
Q2 | $235K | Hold |
1,614
| – | – | 0.14% | 90 |
|
|
2024
Q1 | $238K | Buy |
1,614
+107
| +7% | +$15.8K | 0.19% | 94 |
|
|
2023
Q4 | $205K | Buy |
+1,507
| New | +$205K | 0.2% | 93 |
|