Frazier Financial Advisors’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
Q1 | – | Sell |
-89
| Closed | -$12.2K | – | 668 |
|
|
2024
Q4 | $12.2K | Sell |
89
-10
| -10% | -$1.37K | 0.01% | 306 |
|
|
2024
Q3 | $15.2K | Buy |
99
+58
| +141% | +$8.93K | 0.01% | 296 |
|
|
2024
Q2 | $6K | Buy |
41
+34
| +486% | +$4.98K | ﹤0.01% | 557 |
|
|
2024
Q1 | $1.05K | Hold |
7
| – | – | ﹤0.01% | 799 |
|
|
2023
Q4 | $967 | Buy |
+7
| New | +$967 | ﹤0.01% | 762 |
|