Pacific Capital Wealth Advisors’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 | $279K | Sell |
2,073
-914
| -31% | -$123K | 0.05% | 69 |
|
|
2025
Q1 | $436K | Hold |
2,987
| – | – | 0.08% | 57 |
|
|
2024
Q4 | $411K | Hold |
2,987
| – | – | 0.07% | 54 |
|
|
2024
Q3 | $460K | Hold |
2,987
| – | – | 0.08% | 54 |
|
|
2024
Q2 | $435K | Buy |
2,987
+2,073
| +227% | +$302K | 0.08% | 48 |
|
|
2024
Q1 | $135K | Hold |
914
| – | – | 0.03% | 81 |
|
|
2023
Q4 | $125K | Buy |
+914
| New | +$125K | 0.03% | 85 |
|