FWA
FSM Wealth Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
2,176
+262
| +14% | +$35.2K | 0.05% | 222 |
|
|
2025
Q1 | $280K | Buy |
1,914
+1
| +0.1% | +$146 | 0.06% | 161 |
|
|
2024
Q4 | $270K | Buy |
1,913
+345
| +22% | +$48.7K | 0.07% | 146 |
|
|
2024
Q3 | $242K | Sell |
1,568
-54
| -3% | -$8.32K | 0.06% | 156 |
|
|
2024
Q2 | $236K | Hold |
1,622
| – | – | 0.08% | 137 |
|
|
2024
Q1 | $240K | Buy |
+1,622
| New | +$240K | 0.09% | 142 |
|