Kaydan 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
Q2 | $456K | Hold |
3,385
| – | – | 0.15% | 68 |
|
|
2025
Q1 | $494K | Buy |
3,385
+92
| +3% | +$13.4K | 0.16% | 64 |
|
|
2024
Q4 | $453K | Buy |
3,293
+279
| +9% | +$38.4K | 0.15% | 63 |
|
|
2024
Q3 | $464K | Hold |
3,014
| – | – | 0.14% | 64 |
|
|
2024
Q2 | $439K | Sell |
3,014
-42
| -1% | -$6.12K | 0.16% | 67 |
|
|
2024
Q1 | $451K | Hold |
3,056
| – | – | 0.15% | 64 |
|
|
2023
Q4 | $417K | Sell |
3,056
-627
| -17% | -$85.5K | 0.17% | 65 |
|
|
2023
Q3 | $474K | Sell |
3,683
-197
| -5% | -$25.4K | 0.19% | 53 |
|
|
2023
Q2 | $515K | Sell |
3,880
-615
| -14% | -$81.6K | 0.22% | 51 |
|
|
2023
Q1 | $582K | Hold |
4,495
| – | – | 0.24% | 44 |
|
|
2022
Q4 | $611K | Buy |
4,495
+96
| +2% | +$13K | 0.24% | 40 |
|
|
2022
Q3 | $533K | Sell |
4,399
-71
| -2% | -$8.6K | 0.29% | 41 |
|
|
2022
Q2 | $573K | Hold |
4,470
| – | – | 0.32% | 45 |
|
|
2022
Q1 | $612K | Buy |
4,470
+119
| +3% | +$16.3K | 0.27% | 51 |
|
|
2021
Q4 | $613K | Buy |
+4,351
| New | +$613K | 0.23% | 52 |
|