Phillips Wealth Planners’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 | $1.34M | Buy |
9,946
+305
| +3% | +$41.2K | 1.22% | 14 |
|
|
2025
Q1 | $1.32M | Buy |
9,641
+554
| +6% | +$75.8K | 1.39% | 11 |
|
|
2024
Q4 | $1.27M | Buy |
9,087
+1,171
| +15% | +$164K | 1.27% | 15 |
|
|
2024
Q3 | $1.21M | Sell |
7,916
-1,404
| -15% | -$215K | 1.16% | 17 |
|
|
2024
Q2 | $1.36M | Buy |
9,320
+28
| +0.3% | +$4.1K | 1.44% | 9 |
|
|
2024
Q1 | $1.29M | Sell |
9,292
-2,258
| -20% | -$313K | 1.48% | 8 |
|
|
2023
Q4 | $1.61M | Sell |
11,550
-327
| -3% | -$45.6K | 1.94% | 5 |
|
|
2023
Q3 | $1.53M | Buy |
11,877
+782
| +7% | +$101K | 2.07% | 3 |
|
|
2023
Q2 | $1.47M | Buy |
11,095
+1,405
| +14% | +$186K | 1.93% | 4 |
|
|
2023
Q1 | $1.3M | Buy |
9,690
+33
| +0.3% | +$4.43K | 1.72% | 8 |
|
|
2022
Q4 | $1.29M | Buy |
+9,657
| New | +$1.29M | 2.25% | 6 |
|