Dodds Wealth’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 | $1.26M | Sell |
9,348
-375
| -4% | -$50.5K | 0.34% | 22 |
|
|
2025
Q1 | $1.42M | Sell |
9,723
-10,131
| -51% | -$1.48M | 0.46% | 23 |
|
|
2024
Q4 | $2.82M | Sell |
19,854
-794
| -4% | -$113K | 0.91% | 17 |
|
|
2024
Q3 | $3.15M | Buy |
20,648
+911
| +5% | +$139K | 1.05% | 17 |
|
|
2024
Q2 | $2.86M | Sell |
19,737
-775
| -4% | -$112K | 1.12% | 16 |
|
|
2024
Q1 | $3.03M | Buy |
20,512
+1,736
| +9% | +$256K | 1.23% | 14 |
|
|
2023
Q4 | $2.56M | Buy |
+18,776
| New | +$2.56M | 1.31% | 15 |
|