Sequent Planning’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 | $784K | Buy |
5,814
+1,746
| +43% | +$235K | 0.25% | 70 |
|
|
2025
Q1 | $594K | Buy |
4,068
+999
| +33% | +$146K | 0.21% | 73 |
|
|
2024
Q4 | $422K | Buy |
3,069
+424
| +16% | +$58.3K | 0.16% | 91 |
|
|
2024
Q3 | $407K | Buy |
2,645
+140
| +6% | +$21.6K | 0.14% | 98 |
|
|
2024
Q2 | $363K | Buy |
2,505
+46
| +2% | +$6.67K | 0.12% | 104 |
|
|
2024
Q1 | $363K | Buy |
+2,459
| New | +$363K | 0.13% | 101 |
|