My Personal CFO LLC’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $448K | Buy |
|
|||||
|
2025
Q1 | $485K | Sell |
|
|||||
|
2024
Q4 | $464K | Buy |
|
|||||
|
2024
Q3 | $518K | Buy |
|
|||||
|
2024
Q2 | $489K | Buy |
|
|||||
|
2024
Q1 | $495K | Sell |
|
|||||
|
2023
Q4 | $462K | Buy |
|
|||||
|
2023
Q3 | $435K | Sell |
|
|||||
|
2023
Q2 | $450K | Buy |
|
|||||
|
2023
Q1 | $327K | Buy |
|
|||||
|
2022
Q4 | $334K | Hold |
|
|||||
|
2022
Q3 | $306K | Sell |
|
|||||
|
2022
Q2 | $314K | Buy |
|
|||||
|
2022
Q1 | $335K | Buy |
|
|||||
|
2021
Q4 | $343K | Buy |
|