Foguth 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 | – | Sell |
-10,594
| Closed | -$1.55M | – | 166 |
|
|
2025
Q1 | $1.55M | Buy |
10,594
+1,784
| +20% | +$260K | 0.38% | 50 |
|
|
2024
Q4 | $1.27M | Buy |
8,810
+3,211
| +57% | +$463K | 0.33% | 56 |
|
|
2024
Q3 | $850K | Sell |
5,599
-212
| -4% | -$32.2K | 0.31% | 54 |
|
|
2024
Q2 | $847K | Buy |
5,811
+2,056
| +55% | +$300K | 0.37% | 47 |
|
|
2024
Q1 | $555K | Buy |
+3,755
| New | +$555K | 0.3% | 67 |
|