Phillips Financial Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $160K | Buy |
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|
2025
Q2 | $49.9K | Hold |
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|
2025
Q1 | $54K | Hold |
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|
2024
Q4 | $50.9K | Hold |
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|
2024
Q3 | $57K | Hold |
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|
2024
Q2 | $53.9K | Hold |
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|
2024
Q1 | $54.7K | Hold |
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|
2023
Q4 | $50.5K | Hold |
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|
2023
Q3 | $47.6K | Hold |
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|
2023
Q2 | $49.1K | Hold |
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|
2023
Q1 | $47.9K | Hold |
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|
2022
Q4 | $50.3K | Hold |
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|
2022
Q3 | $45K | Buy |
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