Phillips Financial 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
Q2 | $49.9K | Hold |
370
| – | – | ﹤0.01% | 221 |
|
|
2025
Q1 | $54K | Hold |
370
| – | – | ﹤0.01% | 211 |
|
|
2024
Q4 | $50.9K | Hold |
370
| – | – | ﹤0.01% | 209 |
|
|
2024
Q3 | $57K | Hold |
370
| – | – | ﹤0.01% | 214 |
|
|
2024
Q2 | $53.9K | Hold |
370
| – | – | ﹤0.01% | 213 |
|
|
2024
Q1 | $54.7K | Hold |
370
| – | – | ﹤0.01% | 208 |
|
|
2023
Q4 | $50.5K | Hold |
370
| – | – | ﹤0.01% | 194 |
|
|
2023
Q3 | $47.6K | Hold |
370
| – | – | ﹤0.01% | 193 |
|
|
2023
Q2 | $49.1K | Hold |
370
| – | – | ﹤0.01% | 189 |
|
|
2023
Q1 | $47.9K | Hold |
370
| – | – | ﹤0.01% | 193 |
|
|
2022
Q4 | $50.3K | Hold |
370
| – | – | 0.01% | 179 |
|
|
2022
Q3 | $45K | Buy |
+370
| New | +$45K | 0.01% | 173 |
|