OBWG
Onyx Bridge Wealth Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
1,570
-945
| -38% | -$127K | 0.03% | 280 |
|
|
2025
Q1 | $367K | Buy |
2,515
+25
| +1% | +$3.65K | 0.05% | 191 |
|
|
2024
Q4 | $343K | Sell |
2,490
-75,425
| -97% | -$10.4M | 0.05% | 200 |
|
|
2024
Q3 | $12M | Buy |
77,915
+75,467
| +3,083% | +$11.6M | 1.81% | 13 |
|
|
2024
Q2 | $357K | Buy |
2,448
+13
| +0.5% | +$1.9K | 0.06% | 187 |
|
|
2024
Q1 | $341K | Sell |
2,435
-1,392
| -36% | -$195K | 0.06% | 187 |
|
|
2023
Q4 | $522K | Sell |
3,827
-248
| -6% | -$33.8K | 0.11% | 127 |
|
|
2023
Q3 | $525K | Buy |
4,075
+46
| +1% | +$5.92K | 0.12% | 126 |
|
|
2023
Q2 | $535K | Buy |
4,029
+781
| +24% | +$104K | 0.13% | 120 |
|
|
2023
Q1 | $421K | Buy |
3,248
+3
| +0.1% | +$388 | 0.17% | 99 |
|
|
2022
Q4 | $440K | Sell |
3,245
-134
| -4% | -$18.2K | 0.18% | 88 |
|
|
2022
Q3 | $412K | Sell |
3,379
-450
| -12% | -$54.9K | 0.19% | 91 |
|
|
2022
Q2 | $497K | Buy |
3,829
+261
| +7% | +$33.9K | 0.22% | 67 |
|
|
2022
Q1 | $471K | Sell |
3,568
-203
| -5% | -$26.8K | 0.18% | 68 |
|
|
2021
Q4 | $526K | Buy |
3,771
+1,764
| +88% | +$246K | 0.18% | 71 |
|
|
2021
Q3 | $255K | Buy |
+2,007
| New | +$255K | 0.1% | 119 |
|