SFG Wealth Management’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 | $9.84M | Sell |
72,973
-4,541
| -6% | -$612K | 5.94% | 3 |
|
|
2025
Q1 | $11.3M | Buy |
77,514
+2,972
| +4% | +$434K | 5.53% | 3 |
|
|
2024
Q4 | $10.3M | Buy |
74,542
+6,705
| +10% | +$922K | 5.38% | 4 |
|
|
2024
Q3 | $10.4M | Buy |
67,837
+2,244
| +3% | +$346K | 5.54% | 3 |
|
|
2024
Q2 | $9.56M | Buy |
65,593
+2,269
| +4% | +$331K | 5.45% | 3 |
|
|
2024
Q1 | $9.35M | Buy |
63,324
+3,236
| +5% | +$478K | 5.55% | 3 |
|
|
2023
Q4 | $8.19M | Buy |
60,088
+3,404
| +6% | +$464K | 5.45% | 3 |
|
|
2023
Q3 | $7.3M | Buy |
56,684
+2,262
| +4% | +$291K | 5.8% | 3 |
|
|
2023
Q2 | $7.22M | Buy |
54,422
+1,713
| +3% | +$227K | 6.05% | 2 |
|
|
2023
Q1 | $6.82M | Buy |
52,709
+8,301
| +19% | +$1.07M | 7.56% | 2 |
|
|
2022
Q4 | $6.03M | Buy |
+44,408
| New | +$6.03M | 7.45% | 2 |
|