Wealth Alliance’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 | $284K | Sell |
2,109
-1
| -0% | -$135 | 0.03% | 428 |
|
|
2025
Q1 | $308K | Buy |
2,110
+76
| +4% | +$11.1K | 0.04% | 387 |
|
|
2024
Q4 | $280K | Sell |
2,034
-1,311
| -39% | -$180K | 0.03% | 405 |
|
|
2024
Q3 | $515K | Sell |
3,345
-102
| -3% | -$15.7K | 0.06% | 260 |
|
|
2024
Q2 | $502K | Hold |
3,447
| – | – | 0.06% | 248 |
|
|
2024
Q1 | $509K | Buy |
3,447
+291
| +9% | +$43K | 0.07% | 267 |
|
|
2023
Q4 | $430K | Buy |
+3,156
| New | +$430K | 0.06% | 286 |
|