GoalFusion 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 | $4.93M | Buy |
36,568
+2,145
| +6% | +$289K | 2.53% | 9 |
|
|
2025
Q1 | $5.03M | Buy |
34,423
+19
| +0.1% | +$2.77K | 2.75% | 8 |
|
|
2024
Q4 | $4.73M | Buy |
34,404
+3,424
| +11% | +$471K | 2.58% | 9 |
|
|
2024
Q3 | $4.77M | Buy |
30,980
+2,089
| +7% | +$322K | 2.64% | 9 |
|
|
2024
Q2 | $4.21M | Buy |
28,891
+838
| +3% | +$122K | 2.62% | 8 |
|
|
2024
Q1 | $4.14M | Buy |
28,053
+49
| +0.2% | +$7.24K | 2.64% | 9 |
|
|
2023
Q4 | $3.82M | Buy |
28,004
+1,617
| +6% | +$221K | 2.6% | 8 |
|
|
2023
Q3 | $3.4M | Buy |
26,387
+1,204
| +5% | +$155K | 2.52% | 9 |
|
|
2023
Q2 | $3.34M | Buy |
25,183
+2,225
| +10% | +$295K | 2.46% | 9 |
|
|
2023
Q1 | $2.97M | Buy |
+22,958
| New | +$2.97M | 2.34% | 10 |
|