Elevation Wealth Partners’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 | $150K | Buy |
1,111
+3
| +0.3% | +$404 | 0.06% | 133 |
|
|
2025
Q1 | $162K | Buy |
1,108
+1
| +0.1% | +$146 | 0.07% | 125 |
|
|
2024
Q4 | $152K | Buy |
1,107
+3
| +0.3% | +$413 | 0.06% | 133 |
|
|
2024
Q3 | $170K | Sell |
1,104
-74
| -6% | -$11.4K | 0.07% | 125 |
|
|
2024
Q2 | $172K | Buy |
1,178
+2
| +0.2% | +$291 | 0.08% | 119 |
|
|
2024
Q1 | $174K | Sell |
1,176
-658
| -36% | -$97.2K | 0.09% | 118 |
|
|
2023
Q4 | $236K | Buy |
1,834
+1,360
| +287% | +$175K | 0.14% | 89 |
|
|
2023
Q3 | $61K | Hold |
474
| – | – | 0.05% | 136 |
|
|
2023
Q2 | $62.9K | Hold |
474
| – | – | 0.05% | 137 |
|
|
2023
Q1 | $61.4K | Buy |
+474
| New | +$61.4K | 0.06% | 139 |
|