Envision Financial Planning’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 | $2.8M | Buy |
20,738
+1,986
| +11% | +$268K | 1.31% | 17 |
|
|
2025
Q1 | $2.74M | Sell |
18,752
-659
| -3% | -$96.2K | 1.4% | 19 |
|
|
2024
Q4 | $2.67M | Buy |
19,411
+2,327
| +14% | +$320K | 1.38% | 19 |
|
|
2024
Q3 | $2.63M | Buy |
17,084
+801
| +5% | +$123K | 1.39% | 20 |
|
|
2024
Q2 | $2.37M | Buy |
16,283
+607
| +4% | +$88.5K | 1.81% | 16 |
|
|
2024
Q1 | $2.32M | Buy |
15,676
+378
| +2% | +$55.8K | 1.87% | 16 |
|
|
2023
Q4 | $2.09M | Buy |
+15,298
| New | +$2.09M | 1.83% | 16 |
|