Retirement Planning Group (Kansas)’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 | $1.5M | Sell |
11,119
-2,194
| -16% | -$296K | 0.06% | 111 |
|
|
2025
Q1 | $1.94M | Sell |
13,313
-4,690
| -26% | -$685K | 0.09% | 84 |
|
|
2024
Q4 | $2.48M | Sell |
18,003
-28,447
| -61% | -$3.91M | 0.12% | 68 |
|
|
2024
Q3 | $7.15M | Sell |
46,450
-140
| -0.3% | -$21.6K | 0.39% | 34 |
|
|
2024
Q2 | $6.79M | Buy |
46,590
+1,822
| +4% | +$266K | 0.43% | 30 |
|
|
2024
Q1 | $6.61M | Buy |
44,768
+42,918
| +2,320% | +$6.34M | 0.51% | 29 |
|
|
2023
Q4 | $252K | Buy |
+1,850
| New | +$252K | 0.02% | 161 |
|
|
2022
Q1 | – | Sell |
-1,435
| Closed | -$202K | – | 117 |
|
|
2021
Q4 | $202K | Buy |
+1,435
| New | +$202K | 0.02% | 108 |
|