True Wealth Design’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
Q1 | – | Sell |
-100
| Closed | -$13.8K | – | 2689 |
|
|
2024
Q4 | $13.8K | Hold |
100
| – | – | 0.01% | 370 |
|
|
2024
Q3 | $15.4K | Hold |
100
| – | – | 0.01% | 361 |
|
|
2024
Q2 | $14.6K | Hold |
100
| – | – | ﹤0.01% | 226 |
|
|
2024
Q1 | $14.8K | Sell |
100
-30
| -23% | -$4.43K | ﹤0.01% | 232 |
|
|
2023
Q4 | $17.7K | Buy |
130
+30
| +30% | +$4.09K | 0.01% | 211 |
|
|
2023
Q3 | $12.9K | Hold |
100
| – | – | ﹤0.01% | 198 |
|
|
2023
Q2 | $13.3K | Hold |
100
| – | – | ﹤0.01% | 206 |
|
|
2023
Q1 | $12.9K | Sell |
100
-50
| -33% | -$6.47K | 0.01% | 228 |
|
|
2022
Q4 | $20.4K | Buy |
+150
| New | +$20.4K | 0.01% | 186 |
|