Trueblood 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 |
-1,399
| Closed | -$204K | – | 251 |
|
|
2025
Q1 | $204K | Buy |
+1,399
| New | +$204K | 0.09% | 228 |
|
|
2024
Q4 | – | Sell |
-1,399
| Closed | -$215K | – | 240 |
|
|
2024
Q3 | $215K | Hold |
1,399
| – | – | 0.11% | 219 |
|
|
2024
Q2 | $204K | Hold |
1,399
| – | – | 0.12% | 210 |
|
|
2024
Q1 | $207K | Buy |
+1,399
| New | +$207K | 0.12% | 212 |
|