KWB Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,626
| Closed | -$358K | – | 146 |
|
|
2023
Q4 | $358K | Buy |
+2,626
| New | +$358K | 0.05% | 95 |
|
|
2023
Q2 | – | Sell |
-2,273
| Closed | -$309K | – | 138 |
|
|
2023
Q1 | $309K | Hold |
2,273
| – | – | 0.06% | 96 |
|
|
2022
Q4 | $309K | Buy |
2,273
+234
| +11% | +$31.8K | 0.06% | 91 |
|
|
2022
Q3 | $247K | Buy |
2,039
+365
| +22% | +$44.2K | 0.05% | 93 |
|
|
2022
Q2 | $215K | Buy |
+1,674
| New | +$215K | 0.04% | 97 |
|