Evermay Wealth 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 | $10.9K | Hold |
81
| – | – | ﹤0.01% | 439 |
|
|
2025
Q1 | $11.8K | Hold |
81
| – | – | ﹤0.01% | 431 |
|
|
2024
Q4 | $11.1K | Sell |
81
-32
| -28% | -$4.4K | ﹤0.01% | 438 |
|
|
2024
Q3 | $17.4K | Sell |
113
-400
| -78% | -$61.6K | ﹤0.01% | 404 |
|
|
2024
Q2 | $74.8K | Hold |
513
| – | – | 0.01% | 303 |
|
|
2024
Q1 | $75.8K | Hold |
513
| – | – | 0.01% | 314 |
|
|
2023
Q4 | $70K | Hold |
513
| – | – | 0.01% | 295 |
|
|
2023
Q3 | $66K | Buy |
513
+205
| +67% | +$26.4K | 0.01% | 277 |
|
|
2023
Q2 | $40.9K | Hold |
308
| – | – | 0.01% | 324 |
|
|
2023
Q1 | $39.9K | Hold |
308
| – | – | 0.01% | 321 |
|
|
2022
Q4 | $41.8K | Hold |
308
| – | – | 0.01% | 308 |
|
|
2022
Q3 | $37K | Hold |
308
| – | – | 0.01% | 301 |
|
|
2022
Q2 | $39K | Buy |
308
+281
| +1,041% | +$35.6K | 0.01% | 297 |
|
|
2022
Q1 | $4K | Buy |
27
+17
| +170% | +$2.52K | ﹤0.01% | 467 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 500 |
|