RZH
Relyea Zuckerberg Hanson’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 | $1.49M | Buy |
+11,052
| New | +$1.49M | 0.17% | 82 |
|
|
2025
Q1 | – | Sell |
-1,979
| Closed | -$272K | – | 263 |
|
|
2024
Q4 | $272K | Hold |
1,979
| – | – | 0.04% | 221 |
|
|
2024
Q3 | $305K | Sell |
1,979
-646
| -25% | -$99.5K | 0.05% | 195 |
|
|
2024
Q2 | $383K | Hold |
2,625
| – | – | 0.06% | 152 |
|
|
2024
Q1 | $388K | Sell |
2,625
-252
| -9% | -$37.2K | 0.07% | 147 |
|
|
2023
Q4 | $392K | Hold |
2,877
| – | – | 0.08% | 136 |
|
|
2023
Q3 | $370K | Sell |
2,877
-3,137
| -52% | -$404K | 0.08% | 127 |
|
|
2023
Q2 | $798K | Hold |
6,014
| – | – | 0.18% | 79 |
|
|
2023
Q1 | $779K | Hold |
6,014
| – | – | 0.19% | 73 |
|
|
2022
Q4 | $817K | Hold |
6,014
| – | – | 0.23% | 64 |
|
|
2022
Q3 | $728K | Hold |
6,014
| – | – | 0.26% | 59 |
|
|
2022
Q2 | $771K | Buy |
6,014
+3,126
| +108% | +$401K | 0.29% | 54 |
|
|
2022
Q1 | $402K | Hold |
2,888
| – | – | 0.13% | 107 |
|
|
2021
Q4 | $374K | Hold |
2,888
| – | – | 0.14% | 111 |
|
|
2021
Q3 | $368K | Buy |
+2,888
| New | +$368K | 0.14% | 103 |
|