Spectrum Wealth Counsel’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
Q1 | $140K | Hold |
962
| – | – | 0.02% | 133 |
|
|
2024
Q4 | $132K | Sell |
962
-130
| -12% | -$17.9K | 0.02% | 132 |
|
|
2024
Q3 | $168K | Hold |
1,092
| – | – | 0.02% | 119 |
|
|
2024
Q2 | $159K | Sell |
1,092
-34,736
| -97% | -$5.06M | 0.02% | 131 |
|
|
2024
Q1 | $5.29M | Sell |
35,828
-3,269
| -8% | -$483K | 0.65% | 45 |
|
|
2023
Q4 | $5.33M | Buy |
+39,097
| New | +$5.33M | 0.74% | 42 |
|