SWA
Strategies Wealth Advisors’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 | $289K | Sell |
2,145
-1
| -0% | -$135 | 0.03% | 142 |
|
|
2025
Q1 | $313K | Buy |
2,146
+2
| +0.1% | +$292 | 0.04% | 133 |
|
|
2024
Q4 | $314K | Sell |
2,144
-75
| -3% | -$11K | 0.04% | 101 |
|
|
2024
Q3 | $342K | Sell |
2,219
-214
| -9% | -$33K | 0.05% | 74 |
|
|
2024
Q2 | $355K | Buy |
2,433
+103
| +4% | +$15K | 0.05% | 69 |
|
|
2024
Q1 | $344K | Buy |
2,330
+38
| +2% | +$5.61K | 0.05% | 72 |
|
|
2023
Q4 | $313K | Buy |
2,292
+75
| +3% | +$10.2K | 0.05% | 72 |
|
|
2023
Q3 | $285K | Buy |
2,217
+3
| +0.1% | +$386 | 0.06% | 66 |
|
|
2023
Q2 | $294K | Buy |
2,214
+134
| +6% | +$17.8K | 0.06% | 70 |
|
|
2023
Q1 | $269K | Buy |
2,080
+64
| +3% | +$8.29K | 0.06% | 68 |
|
|
2022
Q4 | $274K | Buy |
+2,016
| New | +$274K | 0.07% | 64 |
|
|
2022
Q2 | $286K | Sell |
2,232
-416
| -16% | -$53.3K | 0.08% | 71 |
|
|
2022
Q1 | $363K | Sell |
2,648
-12
| -0.5% | -$1.64K | 0.1% | 65 |
|
|
2021
Q4 | $375K | Buy |
+2,660
| New | +$375K | 0.11% | 63 |
|