Precedent Wealth Partners’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 | – | Sell |
-2,277
| Closed | -$332K | – | 178 |
|
|
2025
Q1 | $332K | Hold |
2,277
| – | – | 0.09% | 134 |
|
|
2024
Q4 | $313K | Hold |
2,277
| – | – | 0.1% | 132 |
|
|
2024
Q3 | $351K | Hold |
2,277
| – | – | 0.12% | 123 |
|
|
2024
Q2 | $332K | Hold |
2,277
| – | – | 0.13% | 116 |
|
|
2024
Q1 | $336K | Hold |
2,277
| – | – | 0.14% | 115 |
|
|
2023
Q4 | $311K | Buy |
+2,277
| New | +$311K | 0.16% | 112 |
|