My Personal CFO LLC’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 | $448K | Buy |
3,326
+7
| +0.2% | +$944 | 0.2% | 62 |
|
|
2025
Q1 | $485K | Sell |
3,319
-51
| -2% | -$7.45K | 0.24% | 58 |
|
|
2024
Q4 | $464K | Buy |
3,370
+7
| +0.2% | +$963 | 0.24% | 60 |
|
|
2024
Q3 | $518K | Buy |
3,363
+6
| +0.2% | +$924 | 0.28% | 58 |
|
|
2024
Q2 | $489K | Buy |
3,357
+6
| +0.2% | +$875 | 0.26% | 62 |
|
|
2024
Q1 | $495K | Sell |
3,351
-37
| -1% | -$5.47K | 0.29% | 64 |
|
|
2023
Q4 | $462K | Buy |
3,388
+7
| +0.2% | +$955 | 0.3% | 62 |
|
|
2023
Q3 | $435K | Sell |
3,381
-6
| -0.2% | -$772 | 0.35% | 55 |
|
|
2023
Q2 | $450K | Buy |
3,387
+862
| +34% | +$114K | 0.35% | 54 |
|
|
2023
Q1 | $327K | Buy |
2,525
+2,523
| +126,150% | +$327K | 0.28% | 57 |
|
|
2022
Q4 | $334K | Hold |
2
| – | – | 0.31% | 52 |
|
|
2022
Q3 | $306K | Sell |
2
-2,446
| -100% | -$374M | 0.46% | 47 |
|
|
2022
Q2 | $314K | Buy |
2,448
+6
| +0.2% | +$770 | 0.4% | 42 |
|
|
2022
Q1 | $335K | Buy |
2,442
+4
| +0.2% | +$549 | 0.35% | 42 |
|
|
2021
Q4 | $343K | Buy |
+2,438
| New | +$343K | 0.3% | 46 |
|