Peterson Wealth Services’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 | $7.82K | Hold |
58
| – | – | ﹤0.01% | 182 |
|
|
2025
Q1 | $8.47K | Hold |
58
| – | – | ﹤0.01% | 184 |
|
|
2024
Q4 | $7.98K | Hold |
58
| – | – | ﹤0.01% | 185 |
|
|
2024
Q3 | $8.93K | Buy |
+58
| New | +$8.93K | ﹤0.01% | 188 |
|
|
2023
Q2 | – | Sell |
-31,561
| Closed | -$4.08M | – | 99 |
|
|
2023
Q1 | $4.08M | Buy |
31,561
+16,924
| +116% | +$2.19M | 2.1% | 13 |
|
|
2022
Q4 | $1.99M | Buy |
+14,637
| New | +$1.99M | 1.14% | 30 |
|