Financial Perspectives’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 | $50.3K | Buy |
373
+92
| +33% | +$12.4K | 0.02% | 310 |
|
|
2025
Q1 | $41K | Buy |
281
+151
| +116% | +$22K | 0.01% | 320 |
|
|
2024
Q4 | $17.8K | Buy |
130
+1
| +0.8% | +$137 | 0.01% | 424 |
|
|
2024
Q3 | $19.9K | Hold |
129
| – | – | 0.01% | 391 |
|
|
2024
Q2 | $18.8K | Buy |
+129
| New | +$18.8K | 0.01% | 390 |
|
|
2023
Q4 | – | Sell |
-15
| Closed | -$1.93K | – | 726 |
|
|
2023
Q3 | $1.93K | Buy |
+15
| New | +$1.93K | ﹤0.01% | 596 |
|