Greenwood Gearhart’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 | $57.2M | Buy |
424,295
+95,589
| +29% | +$12.9M | 3.57% | 7 |
|
2025
Q1 | $48M | Buy |
328,706
+2,834
| +0.9% | +$414K | 3.32% | 9 |
|
2024
Q4 | $44.8M | Buy |
325,872
+92,996
| +40% | +$12.8M | 3.09% | 8 |
|
2024
Q3 | $35.9M | Buy |
232,876
+19,720
| +9% | +$3.04M | 2.98% | 6 |
|
2024
Q2 | $31.1M | Buy |
213,156
+1,767
| +0.8% | +$258K | 2.93% | 7 |
|
2024
Q1 | $31.2M | Buy |
211,389
+3,638
| +2% | +$537K | 3.05% | 8 |
|
2023
Q4 | $28.3M | Buy |
207,751
+115,270
| +125% | +$15.7M | 3.02% | 10 |
|
2023
Q3 | $11.9M | Buy |
92,481
+1,909
| +2% | +$246K | 1.41% | 32 |
|
2023
Q2 | $12M | Buy |
+90,572
| New | +$12M | 1.4% | 34 |
|