DWS
Dynamic Wealth Strategies’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 | $703K | Sell |
5,214
-294
| -5% | -$39.6K | 0.51% | 31 |
|
|
2025
Q1 | $804K | Buy |
5,508
+1,156
| +27% | +$169K | 0.67% | 28 |
|
|
2024
Q4 | $599K | Buy |
4,352
+107
| +3% | +$14.7K | 0.53% | 31 |
|
|
2024
Q3 | $654K | Sell |
4,245
-210
| -5% | -$32.4K | 0.53% | 29 |
|
|
2024
Q2 | $649K | Buy |
4,455
+149
| +3% | +$21.7K | 0.56% | 29 |
|
|
2024
Q1 | $636K | Buy |
4,306
+2,213
| +106% | +$327K | 0.54% | 28 |
|
|
2023
Q4 | $285K | Buy |
+2,093
| New | +$285K | 0.26% | 45 |
|