RA
Rise Advisors’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 | $371K | Buy |
2,755
+239
| +9% | +$32.2K | 0.15% | 60 |
|
|
2025
Q1 | $367K | Buy |
2,516
+230
| +10% | +$33.6K | 0.16% | 59 |
|
|
2024
Q4 | $315K | Buy |
2,286
+723
| +46% | +$99.5K | 0.15% | 63 |
|
|
2024
Q3 | $241K | Sell |
1,563
-18
| -1% | -$2.77K | 0.12% | 78 |
|
|
2024
Q2 | $230K | Buy |
1,581
+1,319
| +503% | +$192K | 0.12% | 80 |
|
|
2024
Q1 | $38.7K | Buy |
+262
| New | +$38.7K | 0.02% | 288 |
|