Tyler-Stone 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 | $1.88M | Buy |
13,966
+340
| +2% | +$45.8K | 0.3% | 65 |
|
|
2025
Q1 | $1.99M | Buy |
13,626
+1,334
| +11% | +$195K | 0.36% | 59 |
|
|
2024
Q4 | $1.69M | Buy |
12,292
+430
| +4% | +$59.2K | 0.3% | 64 |
|
|
2024
Q3 | $1.83M | Buy |
11,862
+6,439
| +119% | +$992K | 0.35% | 61 |
|
|
2024
Q2 | $790K | Buy |
5,423
+68
| +1% | +$9.91K | 0.32% | 58 |
|
|
2024
Q1 | $791K | Sell |
5,355
-253
| -5% | -$37.4K | 0.35% | 54 |
|
|
2023
Q4 | $765K | Buy |
5,608
+77
| +1% | +$10.5K | 0.38% | 55 |
|
|
2023
Q3 | $712K | Sell |
5,531
-496
| -8% | -$63.9K | 0.41% | 50 |
|
|
2023
Q2 | $800K | Buy |
+6,027
| New | +$800K | 0.45% | 45 |
|
|
2022
Q4 | $714K | Sell |
5,254
-438
| -8% | -$59.5K | 0.49% | 47 |
|
|
2022
Q3 | $689K | Sell |
5,692
-101
| -2% | -$12.2K | 0.53% | 43 |
|
|
2022
Q2 | $743K | Sell |
5,793
-1,843
| -24% | -$236K | 0.5% | 46 |
|
|
2022
Q1 | $1.05M | Sell |
7,636
-1,650
| -18% | -$226K | 0.58% | 38 |
|
|
2021
Q4 | $1.31M | Buy |
+9,286
| New | +$1.31M | 0.69% | 32 |
|