Maltin 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 | $291K | Sell |
2,162
-112
| -5% | -$15.1K | 0.13% | 101 |
|
|
2025
Q1 | $332K | Buy |
2,274
+295
| +15% | +$43.1K | 0.16% | 97 |
|
|
2024
Q4 | $272K | Buy |
1,979
+7
| +0.4% | +$963 | 0.13% | 110 |
|
|
2024
Q3 | $304K | Buy |
1,972
+6
| +0.3% | +$924 | 0.15% | 94 |
|
|
2024
Q2 | $286K | Buy |
1,966
+7
| +0.4% | +$1.02K | 0.15% | 95 |
|
|
2024
Q1 | $289K | Buy |
1,959
+89
| +5% | +$13.2K | 0.16% | 96 |
|
|
2023
Q4 | $255K | Sell |
1,870
-245
| -12% | -$33.4K | 0.16% | 96 |
|
|
2023
Q3 | $272K | Buy |
2,115
+381
| +22% | +$49.1K | 0.19% | 92 |
|
|
2023
Q2 | $230K | Buy |
+1,734
| New | +$230K | 0.16% | 94 |
|