Seven Springs Wealth Group’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 | $412K | Hold |
3,057
| – | – | 0.1% | 57 |
|
|
2025
Q1 | $446K | Hold |
3,057
| – | – | 0.16% | 52 |
|
|
2024
Q4 | $421K | Hold |
3,057
| – | – | 0.16% | 50 |
|
|
2024
Q3 | $471K | Hold |
3,057
| – | – | 0.17% | 46 |
|
|
2024
Q2 | $446K | Hold |
3,057
| – | – | 0.17% | 43 |
|
|
2024
Q1 | $452K | Hold |
3,057
| – | – | 0.17% | 44 |
|
|
2023
Q4 | $417K | Sell |
3,057
-53
| -2% | -$7.23K | 0.19% | 41 |
|
|
2023
Q3 | $400K | Hold |
3,110
| – | – | 0.19% | 41 |
|
|
2023
Q2 | $413K | Hold |
3,110
| – | – | 0.2% | 40 |
|
|
2023
Q1 | $403K | Sell |
3,110
-334
| -10% | -$43.2K | 0.2% | 43 |
|
|
2022
Q4 | $468K | Hold |
3,444
| – | – | 0.23% | 39 |
|
|
2022
Q3 | $417K | Hold |
3,444
| – | – | 0.23% | 40 |
|
|
2022
Q2 | $442K | Hold |
3,444
| – | – | 0.22% | 46 |
|
|
2022
Q1 | $472K | Sell |
3,444
-185
| -5% | -$25.4K | 0.22% | 43 |
|
|
2021
Q4 | $511K | Hold |
3,629
| – | – | 0.23% | 41 |
|
|
2021
Q3 | $462K | Hold |
3,629
| – | – | 0.23% | 41 |
|
|
2021
Q2 | $457K | Hold |
3,629
| – | – | 0.2% | 47 |
|
|
2021
Q1 | $424K | Hold |
3,629
| – | – | 0.2% | 40 |
|
|
2020
Q4 | $412K | Buy |
3,629
+187
| +5% | +$21.2K | 0.21% | 38 |
|
|
2020
Q3 | $363K | Buy |
3,442
+262
| +8% | +$27.6K | 0.23% | 40 |
|
|
2020
Q2 | $318K | Buy |
3,180
+164
| +5% | +$16.4K | 0.2% | 36 |
|
|
2020
Q1 | $267K | Buy |
+3,016
| New | +$267K | 0.19% | 39 |
|