GWA
Geometric 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 | $370K | Sell |
2,745
-1,463
| -35% | -$197K | 0.06% | 61 |
|
|
2025
Q1 | $614K | Buy |
4,208
+1,463
| +53% | +$214K | 0.11% | 34 |
|
|
2024
Q4 | $378K | Hold |
2,745
| – | – | 0.07% | 53 |
|
|
2024
Q3 | $423K | Hold |
2,745
| – | – | 0.08% | 46 |
|
|
2024
Q2 | $400K | Buy |
+2,745
| New | +$400K | 0.08% | 42 |
|