Paladin Advisory Group’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 | $50.3K | Hold |
373
| – | – | 0.04% | 142 |
|
|
2025
Q1 | $54.5K | Hold |
373
| – | – | 0.04% | 141 |
|
|
2024
Q4 | $51.3K | Hold |
373
| – | – | 0.04% | 151 |
|
|
2024
Q3 | $57.4K | Hold |
373
| – | – | 0.04% | 146 |
|
|
2024
Q2 | $54.1K | Hold |
373
| – | – | 0.04% | 144 |
|
|
2024
Q1 | $54.6K | Hold |
373
| – | – | 0.04% | 140 |
|
|
2023
Q4 | $50.9K | Hold |
373
| – | – | 0.04% | 141 |
|
|
2023
Q3 | $48K | Hold |
373
| – | – | 0.04% | 152 |
|
|
2023
Q2 | $49.5K | Hold |
373
| – | – | 0.04% | 153 |
|
|
2023
Q1 | $48.3K | Buy |
+373
| New | +$48.3K | 0.04% | 153 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 273 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 279 |
|
|
2022
Q2 | – | Sell |
-373
| Closed | -$51K | – | 280 |
|
|
2022
Q1 | $51K | Buy |
+373
| New | +$51K | 0.04% | 170 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 271 |
|