KFA Private Wealth Group’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 | $1.04M | Buy |
7,684
+109
| +1% | +$14.7K | 0.32% | 43 |
|
|
2025
Q1 | $1.11M | Buy |
7,575
+2,333
| +45% | +$341K | 0.39% | 35 |
|
|
2024
Q4 | $721K | Buy |
5,242
+548
| +12% | +$75.4K | 0.3% | 35 |
|
|
2024
Q3 | $723K | Buy |
4,694
+43
| +0.9% | +$6.62K | 0.35% | 33 |
|
|
2024
Q2 | $678K | Sell |
4,651
-2,257
| -33% | -$329K | 0.35% | 33 |
|
|
2024
Q1 | $1.02M | Buy |
6,908
+1,043
| +18% | +$154K | 0.32% | 35 |
|
|
2023
Q4 | $800K | Buy |
5,865
+744
| +15% | +$101K | 0.29% | 35 |
|
|
2023
Q3 | $659K | Sell |
5,121
-110
| -2% | -$14.2K | 0.27% | 37 |
|
|
2023
Q2 | $694K | Buy |
5,231
+790
| +18% | +$105K | 0.29% | 35 |
|
|
2023
Q1 | $575K | Sell |
4,441
-136
| -3% | -$17.6K | 0.26% | 37 |
|
|
2022
Q4 | $622K | Sell |
4,577
-21
| -0.5% | -$2.85K | 0.32% | 32 |
|
|
2022
Q3 | $557K | Sell |
4,598
-4,169
| -48% | -$505K | 0.3% | 33 |
|
|
2022
Q2 | $1.12M | Buy |
8,767
+309
| +4% | +$39.6K | 0.62% | 23 |
|
|
2022
Q1 | $1.16M | Buy |
8,458
+5,346
| +172% | +$733K | 0.58% | 26 |
|
|
2021
Q4 | $438K | Buy |
3,112
+136
| +5% | +$19.1K | 0.22% | 45 |
|
|
2021
Q3 | $379K | Buy |
2,976
+121
| +4% | +$15.4K | 0.21% | 46 |
|
|
2021
Q2 | $360K | Buy |
2,855
+4
| +0.1% | +$504 | 0.2% | 49 |
|
|
2021
Q1 | $333K | Buy |
2,851
+745
| +35% | +$87K | 0.19% | 52 |
|
|
2020
Q4 | $239K | Buy |
+2,106
| New | +$239K | 0.15% | 61 |
|