Traction Financial Partners’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 | $312K | Sell |
2,318
-475
| -17% | -$64K | 0.21% | 50 |
|
2025
Q1 | $408K | Sell |
2,793
-772
| -22% | -$113K | 0.32% | 32 |
|
2024
Q4 | $490K | Hold |
3,565
| – | – | 0.38% | 36 |
|
2024
Q3 | $549K | Sell |
3,565
-92
| -3% | -$14.2K | 0.43% | 34 |
|
2024
Q2 | $558K | Sell |
3,657
-209
| -5% | -$31.9K | 0.41% | 34 |
|
2024
Q1 | $555K | Sell |
3,866
-1,427
| -27% | -$205K | 0.43% | 31 |
|
2023
Q4 | $722K | Buy |
+5,293
| New | +$722K | 0.48% | 30 |
|