SFPG
Stonebridge Financial Planning Group’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 | $2.06M | Sell |
15,280
-1,944
| -11% | -$262K | 0.86% | 33 |
|
|
2025
Q1 | $2.51M | Sell |
17,224
-342
| -2% | -$49.9K | 1.15% | 24 |
|
|
2024
Q4 | $2.42M | Sell |
17,566
-1,257
| -7% | -$173K | 1.08% | 25 |
|
|
2024
Q3 | $2.9M | Buy |
18,823
+73
| +0.4% | +$11.2K | 1.38% | 16 |
|
|
2024
Q2 | $2.73M | Buy |
18,750
+329
| +2% | +$48K | 1.37% | 14 |
|
|
2024
Q1 | $2.72M | Sell |
18,421
-306
| -2% | -$45.2K | 1.44% | 11 |
|
|
2023
Q4 | $2.55M | Sell |
18,727
-3,708
| -17% | -$506K | 1.47% | 13 |
|
|
2023
Q3 | $2.89M | Sell |
22,435
-753
| -3% | -$96.9K | 1.85% | 11 |
|
|
2023
Q2 | $3.08M | Buy |
23,188
+2,897
| +14% | +$385K | 1.88% | 10 |
|
|
2023
Q1 | $2.63M | Buy |
20,291
+5,281
| +35% | +$684K | 1.7% | 16 |
|
|
2022
Q4 | $2.04M | Buy |
15,010
+1,801
| +14% | +$245K | 1.36% | 20 |
|
|
2022
Q3 | $1.6M | Buy |
13,209
+11,610
| +726% | +$1.41M | 1.12% | 29 |
|
|
2022
Q2 | $205K | Buy |
+1,599
| New | +$205K | 0.14% | 110 |
|