Gilliland Jeter 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 | $596K | Sell |
4,423
-28
| -0.6% | -$3.77K | 0.19% | 100 |
|
|
2025
Q1 | $650K | Buy |
4,451
+77
| +2% | +$11.2K | 0.23% | 94 |
|
|
2024
Q4 | $602K | Buy |
4,374
+175
| +4% | +$24.1K | 0.2% | 95 |
|
|
2024
Q3 | $647K | Buy |
4,199
+19
| +0.5% | +$2.93K | 0.21% | 96 |
|
|
2024
Q2 | $609K | Buy |
4,180
+10
| +0.2% | +$1.46K | 0.21% | 97 |
|
|
2024
Q1 | $616K | Sell |
4,170
-517
| -11% | -$76.4K | 0.21% | 101 |
|
|
2023
Q4 | $639K | Buy |
+4,687
| New | +$639K | 0.26% | 90 |
|