Richwood Investment 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 | $279K | Hold |
2,070
| – | – | 0.23% | 86 |
|
|
2025
Q1 | $302K | Hold |
2,070
| – | – | 0.26% | 85 |
|
|
2024
Q4 | $285K | Hold |
2,070
| – | – | 0.24% | 84 |
|
|
2024
Q3 | $319K | Sell |
2,070
-125
| -6% | -$19.3K | 0.26% | 79 |
|
|
2024
Q2 | $320K | Hold |
2,195
| – | – | 0.28% | 78 |
|
|
2024
Q1 | $324K | Hold |
2,195
| – | – | 0.29% | 79 |
|
|
2023
Q4 | $299K | Hold |
2,195
| – | – | 0.28% | 82 |
|
|
2023
Q3 | $283K | Sell |
2,195
-23
| -1% | -$2.96K | 0.29% | 80 |
|
|
2023
Q2 | $294K | Sell |
2,218
-25
| -1% | -$3.32K | 0.29% | 85 |
|
|
2023
Q1 | $290K | Hold |
2,243
| – | – | 0.29% | 90 |
|
|
2022
Q4 | $305K | Hold |
2,243
| – | – | 0.31% | 87 |
|
|
2022
Q3 | $272K | Sell |
2,243
-3
| -0.1% | -$364 | 0.3% | 90 |
|
|
2022
Q2 | $288K | Hold |
2,246
| – | – | 0.29% | 90 |
|
|
2022
Q1 | $308K | Hold |
2,246
| – | – | 0.28% | 91 |
|
|
2021
Q4 | $316K | Buy |
+2,246
| New | +$316K | 0.28% | 82 |
|