Evergreen Private Wealth’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 | $12.8K | Hold |
95
| – | – | 0.01% | 149 |
|
|
2025
Q1 | $13.9K | Sell |
95
-863
| -90% | -$126K | 0.01% | 147 |
|
|
2024
Q4 | $132K | Buy |
958
+575
| +150% | +$79.1K | 0.06% | 92 |
|
|
2024
Q3 | $59K | Hold |
383
| – | – | 0.03% | 113 |
|
|
2024
Q2 | $55.8K | Hold |
383
| – | – | 0.03% | 113 |
|
|
2024
Q1 | $56.6K | Hold |
383
| – | – | 0.03% | 114 |
|
|
2023
Q4 | $52.2K | Buy |
+383
| New | +$52.2K | 0.03% | 111 |
|