Private Client Services’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 | $299K | Sell |
2,218
-275
| -11% | -$37.1K | 0.12% | 153 |
|
|
2025
Q1 | $364K | Buy |
2,493
+9
| +0.4% | +$1.31K | 0.18% | 111 |
|
|
2024
Q4 | $342K | Sell |
2,484
-59
| -2% | -$8.12K | 0.18% | 109 |
|
|
2024
Q3 | $392K | Sell |
2,543
-247
| -9% | -$38K | 0.21% | 94 |
|
|
2024
Q2 | $407K | Buy |
2,790
+25
| +0.9% | +$3.64K | 0.26% | 81 |
|
|
2024
Q1 | $408K | Sell |
2,765
-1,906
| -41% | -$282K | 0.27% | 78 |
|
|
2023
Q4 | $637K | Buy |
+4,671
| New | +$637K | 0.52% | 65 |
|