Gateway Wealth Partners’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 | $2.96M | Buy |
21,930
+12,127
| +124% | +$1.63M | 0.56% | 51 |
|
|
2025
Q1 | $1.43M | Buy |
9,803
+1,887
| +24% | +$276K | 0.32% | 82 |
|
|
2024
Q4 | $1.09M | Buy |
7,916
+5,422
| +217% | +$746K | 0.28% | 90 |
|
|
2024
Q3 | $384K | Sell |
2,494
-389
| -13% | -$59.9K | 0.11% | 176 |
|
|
2024
Q2 | $420K | Sell |
2,883
-162
| -5% | -$23.6K | 0.13% | 164 |
|
|
2024
Q1 | $450K | Sell |
3,045
-919
| -23% | -$136K | 0.16% | 125 |
|
|
2023
Q4 | $541K | Sell |
3,964
-27,016
| -87% | -$3.68M | 0.22% | 100 |
|
|
2023
Q3 | $3.99M | Buy |
30,980
+801
| +3% | +$103K | 0.72% | 31 |
|
|
2023
Q2 | $4.01M | Buy |
30,179
+173
| +0.6% | +$23K | 0.72% | 28 |
|
|
2023
Q1 | $3.88M | Buy |
30,006
+3,728
| +14% | +$483K | 0.6% | 30 |
|
|
2022
Q4 | $3.57M | Buy |
+26,278
| New | +$3.57M | 0.61% | 31 |
|