Grantvest Financial Group’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
$337K Buy
2,503
+4
+0.2% +$539 0.25% 94
2025
Q1
$365K Buy
2,499
+19
+0.8% +$2.77K 0.3% 82
2024
Q4
$341K Buy
+2,480
New +$341K 0.38% 85