Stone House Investment 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 | $113K | Sell |
839
-990
| -54% | -$133K | 0.02% | 104 |
|
|
2025
Q1 | $267K | Buy |
+1,829
| New | +$267K | 0.05% | 51 |
|
|
2024
Q4 | – | Sell |
-828
| Closed | -$128K | – | 365 |
|
|
2024
Q3 | $128K | Buy |
828
+3
| +0.4% | +$462 | 0.03% | 65 |
|
|
2024
Q2 | $120K | Buy |
825
+3
| +0.4% | +$437 | 0.03% | 70 |
|
|
2024
Q1 | $121K | Buy |
822
+3
| +0.4% | +$443 | 0.03% | 68 |
|
|
2023
Q4 | $112K | Sell |
819
-214
| -21% | -$29.2K | 0.04% | 53 |
|
|
2023
Q3 | $133K | Buy |
1,033
+116
| +13% | +$14.9K | 0.05% | 47 |
|
|
2023
Q2 | $122K | Buy |
917
+116
| +14% | +$15.4K | 0.04% | 53 |
|
|
2023
Q1 | $104K | Buy |
+801
| New | +$104K | 0.04% | 61 |
|