Elevatus Welath Management’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 | $515K | Buy |
3,824
+1
| +0% | +$135 | 0.17% | 65 |
|
2025
Q1 | $558K | Buy |
3,823
+1
| +0% | +$146 | 0.32% | 47 |
|
2024
Q4 | $526K | Buy |
3,822
+1
| +0% | +$138 | 0.18% | 55 |
|
2024
Q3 | $588K | Buy |
3,821
+354
| +10% | +$54.5K | 0.19% | 52 |
|
2024
Q2 | $505K | Buy |
3,467
+1
| +0% | +$146 | 0.19% | 66 |
|
2024
Q1 | $512K | Buy |
3,466
+1
| +0% | +$148 | 0.2% | 55 |
|
2023
Q4 | $473K | Sell |
3,465
-225
| -6% | -$30.7K | 0.21% | 54 |
|
2023
Q3 | $475K | Buy |
+3,690
| New | +$475K | 0.43% | 40 |
|