Premier Path 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 | $9.73M | Buy |
72,170
+6,071
| +9% | +$818K | 1.35% | 14 |
|
|
2025
Q1 | $9.65M | Sell |
66,099
-5,022
| -7% | -$733K | 1.5% | 10 |
|
|
2024
Q4 | $9.78M | Buy |
71,121
+3,115
| +5% | +$429K | 1.49% | 10 |
|
|
2024
Q3 | $10.5M | Buy |
68,006
+1,463
| +2% | +$225K | 1.65% | 8 |
|
|
2024
Q2 | $9.7M | Buy |
66,543
+763
| +1% | +$111K | 1.65% | 7 |
|
|
2024
Q1 | $9.72M | Buy |
65,780
+5,470
| +9% | +$808K | 1.83% | 8 |
|
|
2023
Q4 | $8.33M | Buy |
+60,310
| New | +$8.33M | 1.84% | 6 |
|