Shira Ridge 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 | $669K | Sell |
4,965
-4,869
| -50% | -$656K | 0.31% | 43 |
|
|
2025
Q1 | $1.44M | Sell |
9,834
-27,841
| -74% | -$4.07M | 0.72% | 27 |
|
|
2024
Q4 | $5.18M | Buy |
37,675
+2,511
| +7% | +$345K | 2.54% | 11 |
|
|
2024
Q3 | $5.42M | Buy |
35,164
+988
| +3% | +$152K | 2.76% | 10 |
|
|
2024
Q2 | $4.98M | Buy |
34,176
+538
| +2% | +$78.4K | 2.78% | 9 |
|
|
2024
Q1 | $4.97M | Sell |
33,638
-1,819
| -5% | -$269K | 2.84% | 9 |
|
|
2023
Q4 | $4.84M | Sell |
35,457
-4,888
| -12% | -$667K | 2.9% | 9 |
|
|
2023
Q3 | $5.19M | Buy |
40,345
+166
| +0.4% | +$21.4K | 3.41% | 8 |
|
|
2023
Q2 | $5.33M | Buy |
40,179
+1,231
| +3% | +$163K | 3.34% | 8 |
|
|
2023
Q1 | $5.04M | Buy |
38,948
+389
| +1% | +$50.4K | 3.33% | 9 |
|
|
2022
Q4 | $5.24M | Buy |
+38,559
| New | +$5.24M | 3.61% | 9 |
|