Total Clarity Wealth 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 | – | Sell |
-1,617
| Closed | -$222K | – | 343 |
|
|
2025
Q1 | $222K | Hold |
1,617
| – | – | 0.07% | 234 |
|
|
2024
Q4 | $222K | Sell |
1,617
-153
| -9% | -$21.1K | 0.07% | 234 |
|
|
2024
Q3 | $273K | Buy |
1,770
+7
| +0.4% | +$1.08K | 0.09% | 204 |
|
|
2024
Q2 | $257K | Sell |
1,763
-83
| -4% | -$12.1K | 0.09% | 207 |
|
|
2024
Q1 | $273K | Sell |
1,846
-110
| -6% | -$16.3K | 0.09% | 213 |
|
|
2023
Q4 | $267K | Sell |
1,956
-1,070
| -35% | -$146K | 0.11% | 192 |
|
|
2023
Q3 | $390K | Sell |
3,026
-702
| -19% | -$90.4K | 0.19% | 134 |
|
|
2023
Q2 | $495K | Buy |
3,728
+106
| +3% | +$14.1K | 0.25% | 102 |
|
|
2023
Q1 | $469K | Buy |
3,622
+146
| +4% | +$18.9K | 0.25% | 91 |
|
|
2022
Q4 | $472K | Buy |
3,476
+932
| +37% | +$127K | 0.24% | 105 |
|
|
2022
Q3 | $308K | Buy |
2,544
+1,137
| +81% | +$138K | 0.19% | 149 |
|
|
2022
Q2 | $180K | Sell |
1,407
-400
| -22% | -$51.2K | 0.09% | 219 |
|
|
2022
Q1 | $248K | Sell |
1,807
-7,323
| -80% | -$1.01M | 0.14% | 182 |
|
|
2021
Q4 | $1.29M | Buy |
9,130
+8,496
| +1,340% | +$1.2M | 0.58% | 43 |
|
|
2021
Q3 | $81K | Buy |
+634
| New | +$81K | 0.04% | 336 |
|
|
2021
Q2 | – | Sell |
-624
| Closed | -$73K | – | 763 |
|
|
2021
Q1 | $73K | Sell |
624
-4,260
| -87% | -$498K | 0.04% | 285 |
|
|
2020
Q4 | $554K | Sell |
4,884
-393
| -7% | -$44.6K | 0.38% | 76 |
|
|
2020
Q3 | $557K | Sell |
5,277
-2,061
| -28% | -$218K | 0.49% | 57 |
|
|
2020
Q2 | $734K | Buy |
7,338
+4,403
| +150% | +$440K | 0.67% | 46 |
|
|
2020
Q1 | $260K | Buy |
2,935
+316
| +12% | +$28K | 0.4% | 83 |
|
|
2019
Q4 | $267K | Buy |
+2,619
| New | +$267K | 0.2% | 102 |
|