Golden State 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 | $1M | Sell |
7,442
-755
| -9% | -$102K | 0.12% | 139 |
|
|
2025
Q1 | $1.2M | Buy |
8,197
+310
| +4% | +$45.3K | 0.18% | 104 |
|
|
2024
Q4 | $1.09M | Buy |
+7,887
| New | +$1.09M | 0.16% | 109 |
|
|
2022
Q1 | $902K | Buy |
6,587
+361
| +6% | +$49.4K | 0.18% | 119 |
|
|
2021
Q4 | $877K | Buy |
6,226
+2,181
| +54% | +$307K | 0.15% | 139 |
|
|
2021
Q3 | $515K | Sell |
4,045
-218
| -5% | -$27.8K | 0.11% | 155 |
|
|
2021
Q2 | $537K | Buy |
4,263
+252
| +6% | +$31.7K | 0.12% | 156 |
|
|
2021
Q1 | $468K | Sell |
4,011
-1,886
| -32% | -$220K | 0.15% | 104 |
|
|
2020
Q4 | $669K | Buy |
5,897
+182
| +3% | +$20.6K | 0.19% | 100 |
|
|
2020
Q3 | $603K | Buy |
5,715
+200
| +4% | +$21.1K | 0.2% | 81 |
|
|
2020
Q2 | $551K | Buy |
5,515
+1,806
| +49% | +$180K | 0.18% | 95 |
|
|
2020
Q1 | $329K | Buy |
+3,709
| New | +$329K | 0.15% | 108 |
|
|
2019
Q4 | – | Sell |
-6,356
| Closed | -$573K | – | 975 |
|
|
2019
Q3 | $573K | Sell |
6,356
-70
| -1% | -$6.31K | 0.19% | 96 |
|
|
2019
Q2 | $595K | Sell |
6,426
-1,449
| -18% | -$134K | 0.19% | 103 |
|
|
2019
Q1 | $723K | Buy |
+7,875
| New | +$723K | 0.24% | 82 |
|