GWA
Gratus 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 | $10.9M | Buy |
80,922
+1,102
| +1% | +$149K | 1.65% | 16 |
|
|
2025
Q1 | $11.7M | Sell |
79,820
-22,694
| -22% | -$3.31M | 1.91% | 15 |
|
|
2024
Q4 | $14.1M | Buy |
102,514
+6,485
| +7% | +$892K | 2.26% | 15 |
|
|
2024
Q3 | $14.5M | Buy |
96,029
+4,557
| +5% | +$688K | 2.37% | 15 |
|
|
2024
Q2 | $13.5M | Sell |
91,472
-4,582
| -5% | -$678K | 2.33% | 16 |
|
|
2024
Q1 | $13.3M | Sell |
96,054
-1,158
| -1% | -$160K | 2.44% | 15 |
|
|
2023
Q4 | $13.3M | Buy |
+97,212
| New | +$13.3M | 2.61% | 15 |
|