Redwood Financial Network’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 | $1.55M | Sell |
11,521
-100
| -0.9% | -$13.5K | 1.05% | 25 |
|
|
2025
Q1 | $1.7M | Buy |
11,621
+167
| +1% | +$24.4K | 1.29% | 19 |
|
|
2024
Q4 | $1.58M | Buy |
11,454
+889
| +8% | +$122K | 1.17% | 21 |
|
|
2024
Q3 | $1.63M | Buy |
10,565
+1,428
| +16% | +$220K | 1.27% | 22 |
|
|
2024
Q2 | $1.33M | Buy |
9,137
+612
| +7% | +$89.2K | 1.12% | 22 |
|
|
2024
Q1 | $1.26M | Sell |
8,525
-735
| -8% | -$109K | 1.1% | 26 |
|
|
2023
Q4 | $1.26M | Sell |
9,260
-524
| -5% | -$71.5K | 1.23% | 20 |
|
|
2023
Q3 | $1.26M | Sell |
9,784
-1,227
| -11% | -$158K | 1.33% | 16 |
|
|
2023
Q2 | $1.46M | Sell |
11,011
-665
| -6% | -$88.3K | 1.37% | 13 |
|
|
2023
Q1 | $1.51M | Buy |
11,676
+1,011
| +9% | +$131K | 1.54% | 11 |
|
|
2022
Q4 | $1.45M | Buy |
10,665
+501
| +5% | +$68.1K | 1.65% | 9 |
|
|
2022
Q3 | $1.23M | Buy |
10,164
+114
| +1% | +$13.8K | 1.4% | 18 |
|
|
2022
Q2 | $1.29M | Sell |
10,050
-30
| -0.3% | -$3.85K | 1.41% | 15 |
|
|
2022
Q1 | $1.38M | Buy |
+10,080
| New | +$1.38M | 1.28% | 16 |
|