GF
Gries Financial’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 | – | Sell |
-1,914
| Closed | -$279K | – | 325 |
|
|
2025
Q1 | $279K | Buy |
+1,914
| New | +$279K | 0.05% | 219 |
|
|
2024
Q3 | – | Sell |
-1,444
| Closed | -$210K | – | 290 |
|
|
2024
Q2 | $210K | Buy |
1,444
+25
| +2% | +$3.64K | 0.04% | 228 |
|
|
2024
Q1 | $210K | Buy |
+1,419
| New | +$210K | 0.04% | 262 |
|