Mark Sheptoff Financial Planning’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 | $9.3K | Hold |
69
| – | – | 0.01% | 345 |
|
|
2025
Q1 | $10.1K | Hold |
69
| – | – | 0.01% | 324 |
|
|
2024
Q4 | $9.49K | Hold |
69
| – | – | 0.01% | 320 |
|
|
2024
Q3 | $10.6K | Hold |
69
| – | – | 0.01% | 302 |
|
|
2024
Q2 | $10.1K | Hold |
69
| – | – | 0.01% | 316 |
|
|
2024
Q1 | $10.2K | Hold |
69
| – | – | 0.01% | 292 |
|
|
2023
Q4 | $9.41K | Hold |
69
| – | – | 0.01% | 291 |
|
|
2023
Q3 | $8.88K | Hold |
69
| – | – | 0.01% | 276 |
|
|
2023
Q2 | $9.16K | Hold |
69
| – | – | 0.01% | 278 |
|
|
2023
Q1 | $8.93K | Hold |
69
| – | – | 0.01% | 269 |
|
|
2022
Q4 | $9.37K | Buy |
69
+50
| +263% | +$6.79K | 0.01% | 271 |
|
|
2022
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 337 |
|
|
2022
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 349 |
|
|
2022
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 373 |
|
|
2021
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 400 |
|
|
2021
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 372 |
|
|
2021
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 396 |
|
|
2021
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 355 |
|
|
2020
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 333 |
|
|
2020
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 305 |
|
|
2020
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 334 |
|
|
2020
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 317 |
|
|
2019
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 347 |
|
|
2019
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 340 |
|
|
2019
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 327 |
|
|
2019
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 329 |
|