Richardson Financial Services’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 | $946K | Buy |
6,924
+6,782
| +4,776% | +$927K | 0.64% | 35 |
|
|
2025
Q1 | $20.7K | Hold |
142
| – | – | 0.02% | 323 |
|
|
2024
Q4 | $19.5K | Sell |
142
-142
| -50% | -$19.5K | 0.01% | 343 |
|
|
2024
Q3 | $42.6K | Buy |
284
+142
| +100% | +$21.3K | 0.03% | 273 |
|
|
2024
Q2 | $20.7K | Hold |
142
| – | – | 0.01% | 323 |
|
|
2024
Q1 | $21K | Buy |
+142
| New | +$21K | 0.01% | 343 |
|