IFPG
Intrepid Financial Planning Group’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 | $2M | Hold |
14,846
| – | – | 0.84% | 27 |
|
|
2025
Q1 | $2.17M | Sell |
14,846
-162
| -1% | -$23.7K | 1% | 25 |
|
|
2024
Q4 | $2.06M | Sell |
15,008
-429
| -3% | -$59K | 0.87% | 30 |
|
|
2024
Q3 | $2.38M | Sell |
15,437
-857
| -5% | -$132K | 1.02% | 23 |
|
|
2024
Q2 | $2.37M | Sell |
16,294
-80
| -0.5% | -$11.7K | 1.02% | 23 |
|
|
2024
Q1 | $2.42M | Buy |
16,374
+10
| +0.1% | +$1.48K | 1.04% | 23 |
|
|
2023
Q4 | $2.23M | Sell |
16,364
-336
| -2% | -$45.8K | 1.07% | 27 |
|
|
2023
Q3 | $2.15M | Sell |
16,700
-1,162
| -7% | -$150K | 1.11% | 23 |
|
|
2023
Q2 | $2.37M | Sell |
17,862
-306
| -2% | -$40.6K | 1.14% | 22 |
|
|
2023
Q1 | $2.35M | Buy |
18,168
+4
| +0% | +$518 | 1.19% | 22 |
|
|
2022
Q4 | $2.47M | Sell |
18,164
-179
| -1% | -$24.3K | 1.34% | 20 |
|
|
2022
Q3 | $2.22M | Buy |
18,343
+21
| +0.1% | +$2.54K | 1.26% | 25 |
|
|
2022
Q2 | $2.35M | Buy |
+18,322
| New | +$2.35M | 1.29% | 24 |
|