Wealth Dimensions Group’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 |
-1,633
| Closed | -$238K | – | 173 |
|
|
2025
Q1 | $238K | Hold |
1,633
| – | – | 0.06% | 144 |
|
|
2024
Q4 | $225K | Hold |
1,633
| – | – | 0.06% | 143 |
|
|
2024
Q3 | $252K | Hold |
1,633
| – | – | 0.06% | 127 |
|
|
2024
Q2 | $238K | Hold |
1,633
| – | – | 0.07% | 127 |
|
|
2024
Q1 | $241K | Hold |
1,633
| – | – | 0.07% | 125 |
|
|
2023
Q4 | $223K | Buy |
+1,633
| New | +$223K | 0.07% | 124 |
|