Resurgent Financial Advisors’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 | $350K | Buy |
2,593
+1,107
| +74% | +$149K | 0.19% | 135 |
|
|
2025
Q1 | $217K | Buy |
+1,486
| New | +$217K | 0.13% | 169 |
|
|
2024
Q2 | – | Sell |
-2,031
| Closed | -$300K | – | 203 |
|
|
2024
Q1 | $300K | Sell |
2,031
-1,743
| -46% | -$257K | 0.16% | 151 |
|
|
2023
Q4 | $515K | Sell |
3,774
-1,183
| -24% | -$161K | 0.32% | 81 |
|
|
2023
Q3 | $638K | Buy |
4,957
+104
| +2% | +$13.4K | 0.43% | 56 |
|
|
2023
Q2 | $644K | Sell |
4,853
-37
| -0.8% | -$4.91K | 0.43% | 59 |
|
|
2023
Q1 | $633K | Sell |
4,890
-285
| -6% | -$36.9K | 0.42% | 58 |
|
|
2022
Q4 | $703K | Buy |
5,175
+1,381
| +36% | +$188K | 0.37% | 61 |
|
|
2022
Q3 | $460K | Buy |
+3,794
| New | +$460K | 0.31% | 92 |
|
|
2022
Q2 | – | Sell |
-2,006
| Closed | -$275K | – | 222 |
|
|
2022
Q1 | $275K | Buy |
2,006
+551
| +38% | +$75.5K | 0.17% | 134 |
|
|
2021
Q4 | $205K | Buy |
+1,455
| New | +$205K | 0.16% | 118 |
|