Future Financial 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 | $2.1M | Buy |
15,613
+1,259
| +9% | +$170K | 1.43% | 17 |
|
|
2025
Q1 | $2.1M | Buy |
14,354
+1,873
| +15% | +$273K | 1.54% | 14 |
|
|
2024
Q4 | $1.72M | Buy |
12,481
+630
| +5% | +$86.7K | 1.26% | 19 |
|
|
2024
Q3 | $1.83M | Buy |
11,851
+598
| +5% | +$92.1K | 1.3% | 17 |
|
|
2024
Q2 | $1.64M | Sell |
11,253
-61
| -0.5% | -$8.89K | 1.44% | 18 |
|
|
2024
Q1 | $1.67M | Buy |
11,314
+317
| +3% | +$46.8K | 1.29% | 18 |
|
|
2023
Q4 | $1.5M | Buy |
10,997
+87
| +0.8% | +$11.9K | 1.49% | 20 |
|
|
2023
Q3 | $1.4M | Buy |
10,910
+36
| +0.3% | +$4.64K | 1.56% | 19 |
|
|
2023
Q2 | $1.44M | Buy |
+10,874
| New | +$1.44M | 1.52% | 18 |
|
|
2022
Q2 | – | Sell |
-406
| Closed | -$56K | – | 514 |
|
|
2022
Q1 | $56K | Sell |
406
-170
| -30% | -$23.4K | 0.05% | 253 |
|
|
2021
Q4 | $80K | Buy |
+576
| New | +$80K | 0.06% | 216 |
|