DHJJ Financial 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 | $20.6K | Sell |
153
-51
| -25% | -$6.87K | 0.01% | 468 |
|
|
2025
Q1 | $29.8K | Hold |
204
| – | – | 0.01% | 387 |
|
|
2024
Q4 | $28.1K | Sell |
204
-182
| -47% | -$25K | 0.01% | 383 |
|
|
2024
Q3 | $59.5K | Hold |
386
| – | – | 0.02% | 278 |
|
|
2024
Q2 | $56.3K | Hold |
386
| – | – | 0.02% | 259 |
|
|
2024
Q1 | $57K | Hold |
386
| – | – | 0.03% | 251 |
|
|
2023
Q4 | $52.6K | Hold |
386
| – | – | 0.02% | 244 |
|
|
2023
Q3 | $49.7K | Buy |
+386
| New | +$49.7K | 0.03% | 245 |
|