Fiduciary 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 | $286K | Sell |
2,119
-530
| -20% | -$71.4K | 0.09% | 67 |
|
|
2025
Q1 | $387K | Sell |
2,649
-2,905
| -52% | -$424K | 0.13% | 55 |
|
|
2024
Q4 | $764K | Sell |
5,554
-3,491
| -39% | -$480K | 0.25% | 43 |
|
|
2024
Q3 | $1.39M | Buy |
9,045
+450
| +5% | +$69.3K | 0.47% | 29 |
|
|
2024
Q2 | $1.25M | Sell |
8,595
-714
| -8% | -$104K | 0.45% | 31 |
|
|
2024
Q1 | $1.38M | Buy |
9,309
+764
| +9% | +$113K | 0.52% | 26 |
|
|
2023
Q4 | $1.17M | Buy |
8,545
+6,098
| +249% | +$832K | 0.5% | 25 |
|
|
2023
Q3 | $315K | Buy |
+2,447
| New | +$315K | 0.15% | 55 |
|