PWM
Palumbo Wealth Management’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 | $2.63M | Sell |
19,547
-190
| -1% | -$25.6K | 0.82% | 32 |
|
|
2025
Q1 | $2.88M | Sell |
19,737
-112
| -0.6% | -$16.4K | 0.96% | 30 |
|
|
2024
Q4 | $2.73M | Buy |
19,849
+9,901
| +100% | +$1.36M | 1.02% | 25 |
|
|
2024
Q3 | $1.53M | Buy |
9,948
+3
| +0% | +$462 | 0.6% | 48 |
|
|
2024
Q2 | $1.45M | Buy |
9,945
+20
| +0.2% | +$2.92K | 0.61% | 47 |
|
|
2024
Q1 | $1.47M | Buy |
9,925
+3
| +0% | +$443 | 0.66% | 43 |
|
|
2023
Q4 | $1.35M | Buy |
9,922
+10
| +0.1% | +$1.36K | 0.69% | 37 |
|
|
2023
Q3 | $1.28M | Buy |
9,912
+9
| +0.1% | +$1.16K | 0.7% | 33 |
|
|
2023
Q2 | $1.31M | Buy |
9,903
+9
| +0.1% | +$1.2K | 0.8% | 23 |
|
|
2023
Q1 | $1.28M | Buy |
9,894
+7,009
| +243% | +$907K | 0.85% | 26 |
|
|
2022
Q4 | $392K | Buy |
2,885
+9
| +0.3% | +$1.22K | 0.31% | 60 |
|
|
2022
Q3 | $348K | Buy |
2,876
+9
| +0.3% | +$1.09K | 0.29% | 62 |
|
|
2022
Q2 | $368K | Buy |
2,867
+9
| +0.3% | +$1.16K | 0.29% | 63 |
|
|
2022
Q1 | $391K | Sell |
2,858
-565
| -17% | -$77.3K | 0.25% | 68 |
|
|
2021
Q4 | $482K | Buy |
3,423
+9
| +0.3% | +$1.27K | 0.3% | 61 |
|
|
2021
Q3 | $435K | Sell |
3,414
-94
| -3% | -$12K | 0.29% | 68 |
|
|
2021
Q2 | $442K | Sell |
3,508
-338
| -9% | -$42.6K | 0.3% | 68 |
|
|
2021
Q1 | $449K | Sell |
3,846
-159
| -4% | -$18.6K | 0.34% | 67 |
|
|
2020
Q4 | $454K | Buy |
+4,005
| New | +$454K | 0.37% | 62 |
|