Peterson Wealth Management’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
Q1 | $2.36M | Buy |
16,149
+778
| +5% | +$114K | 1.59% | 22 |
|
|
2024
Q4 | $2.11M | Buy |
15,371
+1,579
| +11% | +$217K | 1.26% | 26 |
|
|
2024
Q3 | $2.12M | Buy |
13,792
+2,204
| +19% | +$339K | 1.36% | 26 |
|
|
2024
Q2 | $1.69M | Buy |
11,588
+5,255
| +83% | +$766K | 1.04% | 30 |
|
|
2024
Q1 | $936K | Buy |
6,333
+293
| +5% | +$43.3K | 0.68% | 41 |
|
|
2023
Q4 | $824K | Sell |
6,040
-2,481
| -29% | -$338K | 0.74% | 36 |
|
|
2023
Q3 | $1.1M | Sell |
8,521
-484
| -5% | -$62.3K | 0.9% | 29 |
|
|
2023
Q2 | $1.2M | Sell |
9,005
-315
| -3% | -$41.8K | 0.95% | 29 |
|
|
2023
Q1 | $1.21M | Sell |
9,320
-200
| -2% | -$25.9K | 1.15% | 27 |
|
|
2022
Q4 | $1.29M | Sell |
9,520
-2,086
| -18% | -$283K | 1.32% | 22 |
|
|
2022
Q3 | $1.41M | Buy |
11,606
+3,746
| +48% | +$454K | 1.31% | 22 |
|
|
2022
Q2 | $1.01M | Sell |
7,860
-10,668
| -58% | -$1.37M | 1.3% | 25 |
|
|
2022
Q1 | $2.54M | Sell |
18,528
-2,058
| -10% | -$282K | 1.7% | 16 |
|
|
2021
Q4 | $2.9M | Buy |
20,586
+1,108
| +6% | +$156K | 1.94% | 18 |
|
|
2021
Q3 | $2.48M | Buy |
19,478
+250
| +1% | +$31.8K | 1.92% | 16 |
|
|
2021
Q2 | $2.42M | Buy |
19,228
+816
| +4% | +$103K | 1.89% | 17 |
|
|
2021
Q1 | $2.15M | Sell |
18,412
-12,269
| -40% | -$1.43M | 1.82% | 17 |
|
|
2020
Q4 | $3.48M | Buy |
30,681
+170
| +0.6% | +$19.3K | 2.83% | 13 |
|
|
2020
Q3 | $3.22M | Sell |
30,511
-1,679
| -5% | -$177K | 2.85% | 13 |
|
|
2020
Q2 | $3.22M | Buy |
32,190
+8,133
| +34% | +$814K | 3.2% | 12 |
|
|
2020
Q1 | $2.13M | Buy |
+24,057
| New | +$2.13M | 2.6% | 15 |
|