PCG
Prosperity Consulting Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.6M | Sell |
93,609
-1,087
| -1% | -$147K | 0.92% | 24 |
|
2025
Q1 | $13.8M | Sell |
94,696
-5,773
| -6% | -$843K | 1.07% | 17 |
|
2024
Q4 | $13.8M | Buy |
100,469
+13,869
| +16% | +$1.91M | 1.04% | 17 |
|
2024
Q3 | $13.3M | Buy |
86,600
+82,555
| +2,041% | +$12.7M | 1.04% | 15 |
|
2024
Q2 | $590K | Sell |
4,045
-67
| -2% | -$9.77K | 0.08% | 172 |
|
2024
Q1 | $608K | Buy |
4,112
+772
| +23% | +$114K | 0.08% | 170 |
|
2023
Q4 | $456K | Sell |
3,340
-145
| -4% | -$19.8K | 0.15% | 116 |
|
2023
Q3 | $449K | Buy |
+3,485
| New | +$449K | 0.21% | 93 |
|