Gray Private Wealth’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 | $204K | Hold |
1,516
| – | – | 0.11% | 45 |
|
|
2025
Q1 | $221K | Hold |
1,516
| – | – | 0.13% | 37 |
|
|
2024
Q4 | $209K | Hold |
1,516
| – | – | 0.12% | 39 |
|
|
2024
Q3 | $233K | Hold |
1,516
| – | – | 0.14% | 36 |
|
|
2024
Q2 | $221K | Hold |
1,516
| – | – | 0.14% | 34 |
|
|
2024
Q1 | $224K | Buy |
+1,516
| New | +$224K | 0.15% | 34 |
|