Wealth Architects’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 | $228K | Hold |
1,690
| – | – | 0.02% | 200 |
|
|
2025
Q1 | $247K | Buy |
1,690
+182
| +12% | +$26.6K | 0.03% | 193 |
|
|
2024
Q4 | $207K | Hold |
1,508
| – | – | 0.02% | 205 |
|
|
2024
Q3 | $232K | Hold |
1,508
| – | – | 0.03% | 192 |
|
|
2024
Q2 | $220K | Sell |
1,508
-169
| -10% | -$24.6K | 0.03% | 192 |
|
|
2024
Q1 | $248K | Buy |
1,677
+8
| +0.5% | +$1.18K | 0.03% | 175 |
|
|
2023
Q4 | $228K | Hold |
1,669
| – | – | 0.03% | 175 |
|
|
2023
Q3 | $215K | Hold |
1,669
| – | – | 0.04% | 172 |
|
|
2023
Q2 | $222K | Hold |
1,669
| – | – | 0.04% | 170 |
|
|
2023
Q1 | $216K | Sell |
1,669
-75
| -4% | -$9.71K | 0.04% | 168 |
|
|
2022
Q4 | $237K | Hold |
1,744
| – | – | 0.04% | 152 |
|
|
2022
Q3 | $211K | Buy |
1,744
+17
| +1% | +$2.06K | 0.04% | 157 |
|
|
2022
Q2 | $221K | Sell |
1,727
-14
| -0.8% | -$1.79K | 0.04% | 162 |
|
|
2022
Q1 | $238K | Sell |
1,741
-29
| -2% | -$3.96K | 0.04% | 172 |
|
|
2021
Q4 | $249K | Sell |
1,770
-344
| -16% | -$48.4K | 0.04% | 164 |
|
|
2021
Q3 | $269K | Buy |
2,114
+62
| +3% | +$7.89K | 0.05% | 150 |
|
|
2021
Q2 | $258K | Buy |
+2,052
| New | +$258K | 0.05% | 151 |
|