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Sharkey, Howes & Javer’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Sharkey, Howes & Javer’s Portfolio XLV Stock Details XLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$335K Hold
2,484
– – 0.04% 126
2025
Q1 		$363K Hold
2,484
– – 0.05% 120
2024
Q4 		$342K Buy
2,484
+206
+9% +$28.3K 0.05% 122
2024
Q3 		$351K Buy
+2,278
New +$351K 0.05% 114