Eagle Wealth Strategies’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 | $8.89M | Buy |
65,968
+802
| +1% | +$108K | 4.97% | 6 |
|
|
2025
Q1 | $9.51M | Buy |
65,166
+3,033
| +5% | +$443K | 5.84% | 6 |
|
|
2024
Q4 | $8.55M | Buy |
62,133
+1,259
| +2% | +$173K | 6.19% | 3 |
|
|
2024
Q3 | $9.38M | Buy |
60,874
+430
| +0.7% | +$66.2K | 6.84% | 3 |
|
|
2024
Q2 | $8.81M | Buy |
60,444
+1,117
| +2% | +$163K | 7.12% | 3 |
|
|
2024
Q1 | $8.69M | Sell |
59,327
-613
| -1% | -$89.8K | 7.06% | 3 |
|
|
2023
Q4 | $8.17M | Buy |
+59,940
| New | +$8.17M | 4.93% | 6 |
|