Greenup Street 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
Q1
Sell
-27,526
Closed -$3.79M 114
2024
Q4
$3.79M Sell
27,526
-26,425
-49% -$3.64M 0.75% 28
2024
Q3
$8.31M Buy
53,951
+2,634
+5% +$406K 1.72% 15
2024
Q2
$7.48M Sell
51,317
-9,939
-16% -$1.45M 1.76% 15
2024
Q1
$9.05M Buy
+61,256
New +$9.05M 2.27% 10