EverSource Wealth Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
10,473
-2,269
| -18% | -$306K | 0.06% | 209 |
|
|
2025
Q1 | $1.86M | Buy |
12,742
+7,148
| +128% | +$1.04M | 0.1% | 160 |
|
|
2024
Q4 | $770K | Buy |
5,594
+365
| +7% | +$50.2K | 0.04% | 285 |
|
|
2024
Q3 | $805K | Buy |
5,229
+374
| +8% | +$57.6K | 0.05% | 253 |
|
|
2024
Q2 | $726K | Sell |
4,855
-1,404
| -22% | -$210K | 0.05% | 258 |
|
|
2024
Q1 | $878K | Sell |
6,259
-181
| -3% | -$25.4K | 0.07% | 198 |
|
|
2023
Q4 | $878K | Buy |
6,440
+4,975
| +340% | +$678K | 0.08% | 176 |
|
|
2023
Q3 | $189K | Sell |
1,465
-10
| -0.7% | -$1.29K | 0.02% | 412 |
|
|
2023
Q2 | $196K | Sell |
1,475
-749
| -34% | -$99.4K | 0.02% | 399 |
|
|
2023
Q1 | $288K | Buy |
2,224
+267
| +14% | +$34.6K | 0.04% | 308 |
|
|
2022
Q4 | $266K | Buy |
1,957
+1,942
| +12,947% | +$264K | 0.04% | 305 |
|
|
2022
Q3 | $2K | Hold |
15
| – | – | ﹤0.01% | 1746 |
|
|
2022
Q2 | $2K | Sell |
15
-95
| -86% | -$12.7K | ﹤0.01% | 1591 |
|
|
2022
Q1 | $15K | Sell |
110
-27
| -20% | -$3.68K | ﹤0.01% | 827 |
|
|
2021
Q4 | $19K | Buy |
+137
| New | +$19K | 0.01% | 721 |
|