TW
TritonPoint Wealth’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 | $7.22M | Sell |
53,573
-8,286
| -13% | -$1.12M | 0.67% | 36 |
|
|
2025
Q1 | $9.03M | Buy |
61,859
+6,628
| +12% | +$968K | 0.86% | 28 |
|
|
2024
Q4 | $7.6M | Buy |
55,231
+206
| +0.4% | +$28.3K | 0.69% | 38 |
|
|
2024
Q3 | $8.42M | Buy |
55,025
+2,851
| +5% | +$436K | 0.77% | 33 |
|
|
2024
Q2 | $7.6M | Buy |
52,174
+9,567
| +22% | +$1.39M | 0.73% | 38 |
|
|
2024
Q1 | $3.6M | Buy |
42,607
+15,534
| +57% | +$1.31M | 0.38% | 69 |
|
|
2023
Q4 | $3.69M | Buy |
+27,073
| New | +$3.69M | 0.36% | 73 |
|