FSA 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 | $1.8K | Hold |
13
| – | – | ﹤0.01% | 474 |
|
|
2025
Q1 | $1.94K | Hold |
13
| – | – | ﹤0.01% | 439 |
|
|
2024
Q4 | $1.82K | Hold |
13
| – | – | ﹤0.01% | 494 |
|
|
2024
Q3 | $2.03K | Buy |
+13
| New | +$2.03K | ﹤0.01% | 491 |
|
|
2024
Q1 | $1.93K | Hold |
13
| – | – | ﹤0.01% | 545 |
|
|
2023
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 546 |
|
|
2020
Q3 | – | Sell |
-46
| Closed | -$5K | – | 370 |
|
|
2020
Q2 | $5K | Hold |
46
| – | – | ﹤0.01% | 331 |
|
|
2020
Q1 | $4K | Buy |
46
+1
| +2% | +$87 | ﹤0.01% | 330 |
|
|
2019
Q4 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 402 |
|