SWM
SilverOak Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
1,974
+200
| +11% | +$27K | 0.05% | 98 |
|
|
2025
Q1 | $259K | Hold |
1,774
| – | – | 0.06% | 81 |
|
|
2024
Q4 | $244K | Hold |
1,774
| – | – | 0.05% | 85 |
|
|
2024
Q3 | $273K | Buy |
1,774
+22
| +1% | +$3.39K | 0.06% | 79 |
|
|
2024
Q2 | $255K | Hold |
1,752
| – | – | 0.06% | 79 |
|
|
2024
Q1 | $259K | Buy |
+1,752
| New | +$259K | 0.06% | 80 |
|