Moulton 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 | $1.55M | Sell |
11,437
-10,393
| -48% | -$1.41M | 1.17% | 23 |
|
|
2025
Q1 | $3.19M | Buy |
21,830
+3,760
| +21% | +$549K | 2.43% | 10 |
|
|
2024
Q4 | $2.49M | Sell |
18,070
-7,570
| -30% | -$1.04M | 1.91% | 14 |
|
|
2024
Q3 | $3.89M | Buy |
25,640
+4,695
| +22% | +$712K | 3.24% | 8 |
|
|
2024
Q2 | $3.05M | Buy |
20,945
+143
| +0.7% | +$20.9K | 2.77% | 9 |
|
|
2024
Q1 | $3.07M | Buy |
+20,802
| New | +$3.07M | 3.22% | 7 |
|
|
2022
Q1 | – | Sell |
-2,821
| Closed | -$388K | – | 30 |
|
|
2021
Q4 | $388K | Sell |
2,821
-14,512
| -84% | -$2M | 0.28% | 26 |
|
|
2021
Q3 | $2.21M | Buy |
+17,333
| New | +$2.21M | 1.65% | 20 |
|