Lodestone 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 | $329K | Buy |
2,441
+231
| +10% | +$31.1K | 0.16% | 125 |
|
|
2025
Q1 | $323K | Buy |
2,210
+1
| +0% | +$146 | 0.17% | 115 |
|
|
2024
Q4 | $304K | Buy |
2,209
+7
| +0.3% | +$963 | 0.15% | 117 |
|
|
2024
Q3 | $339K | Sell |
2,202
-1,801
| -45% | -$277K | 0.17% | 110 |
|
|
2024
Q2 | $583K | Sell |
4,003
-315
| -7% | -$45.9K | 0.31% | 78 |
|
|
2024
Q1 | $638K | Sell |
4,318
-3
| -0.1% | -$443 | 0.33% | 71 |
|
|
2023
Q4 | $589K | Sell |
4,321
-42
| -1% | -$5.73K | 0.34% | 72 |
|
|
2023
Q3 | $562K | Sell |
4,363
-334
| -7% | -$43K | 0.39% | 64 |
|
|
2023
Q2 | $623K | Sell |
4,697
-887
| -16% | -$118K | 0.43% | 62 |
|
|
2023
Q1 | $723K | Sell |
5,584
-44
| -0.8% | -$5.7K | 0.56% | 54 |
|
|
2022
Q4 | $765K | Buy |
+5,628
| New | +$765K | 0.62% | 52 |
|