Hardy Reed’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 | $415K | Hold |
3,079
| – | – | 0.03% | 151 |
|
|
2025
Q1 | $450K | Sell |
3,079
-2
| -0.1% | -$292 | 0.04% | 138 |
|
|
2024
Q4 | $424K | Sell |
3,081
-5
| -0.2% | -$688 | 0.04% | 145 |
|
|
2024
Q3 | $475K | Hold |
3,086
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $450K | Hold |
3,086
| – | – | 0.05% | 138 |
|
|
2024
Q1 | $456K | Sell |
3,086
-400
| -11% | -$59.1K | 0.06% | 72 |
|
|
2023
Q4 | $475K | Buy |
3,486
+1,695
| +95% | +$231K | 0.06% | 70 |
|
|
2023
Q3 | $231K | Hold |
1,791
| – | – | 0.04% | 92 |
|
|
2023
Q2 | $238K | Sell |
1,791
-23
| -1% | -$3.05K | 0.04% | 85 |
|
|
2023
Q1 | $235K | Buy |
1,814
+39
| +2% | +$5.05K | 0.04% | 97 |
|
|
2022
Q4 | $241K | Buy |
+1,775
| New | +$241K | 0.05% | 92 |
|