WealthBridge Capital 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
$1.19M Sell
8,852
-762
-8% -$103K 0.3% 67
2025
Q1
$1.4M Sell
9,614
-1,225
-11% -$179K 0.4% 56
2024
Q4
$1.49M Sell
10,839
-1,590
-13% -$219K 0.41% 50
2024
Q3
$1.91M Sell
12,429
-288
-2% -$44.4K 0.55% 42
2024
Q2
$1.85M Sell
12,717
-17
-0.1% -$2.48K 0.61% 38
2024
Q1
$1.88M Hold
12,734
0.63% 36
2023
Q4
$1.74M Buy
12,734
+1
+0% +$136 0.65% 37
2023
Q3
$1.64M Hold
12,733
0.68% 34
2023
Q2
$1.69M Sell
12,733
-30
-0.2% -$3.98K 0.68% 33
2023
Q1
$1.65M Buy
12,763
+696
+6% +$90.1K 0.66% 37
2022
Q4
$1.64M Buy
12,067
+1,343
+13% +$182K 0.68% 36
2022
Q3
$1.38M Hold
10,724
0.59% 38
2022
Q2
$1.38M Buy
10,724
+515
+5% +$66K 0.59% 38
2022
Q1
$1.4M Sell
10,209
-266
-3% -$36.5K 0.52% 43
2021
Q4
$1.48M Sell
10,475
-1,059
-9% -$149K 0.55% 44
2021
Q3
$1.47M Hold
11,534
0.55% 41
2021
Q2
$1.45M Sell
11,534
-40
-0.3% -$5.04K 0.53% 42
2021
Q1
$1.35M Hold
11,574
0.55% 41
2020
Q4
$1.31M Hold
11,574
0.57% 39
2020
Q3
$1.22M Sell
11,574
-45
-0.4% -$4.75K 0.63% 35
2020
Q2
$1.16M Buy
11,619
+50
+0.4% +$5.01K 0.66% 35
2020
Q1
$1.03M Buy
11,569
+690
+6% +$61.1K 0.71% 33
2019
Q4
$1.11M Sell
10,879
-1,180
-10% -$120K 0.72% 35
2019
Q3
$1.09M Buy
12,059
+796
+7% +$71.8K 0.78% 31
2019
Q2
$974K Sell
11,263
-1,180
-9% -$102K 0.89% 29
2019
Q1
$1.11M Buy
12,443
+1,180
+10% +$105K 0.7% 31
2018
Q4
$974K Buy
+11,263
New +$974K 0.74% 29