WealthCare Investment Partners’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 | $3.55M | Sell |
26,186
-1,566
| -6% | -$212K | 1.28% | 19 |
|
|
2025
Q1 | $3.68M | Buy |
27,752
+260
| +0.9% | +$34.5K | 1.56% | 17 |
|
|
2024
Q4 | $3.78M | Buy |
27,492
+399
| +1% | +$54.9K | 1.65% | 15 |
|
|
2024
Q3 | $4.09M | Buy |
27,093
+455
| +2% | +$68.7K | 1.79% | 14 |
|
|
2024
Q2 | $3.88M | Buy |
26,638
+1,002
| +4% | +$146K | 1.8% | 14 |
|
|
2024
Q1 | $3.79M | Buy |
25,636
+1,702
| +7% | +$251K | 1.83% | 15 |
|
|
2023
Q4 | $3.36M | Sell |
23,934
-328
| -1% | -$46K | 1.83% | 12 |
|
|
2023
Q3 | $3.12M | Buy |
24,262
+482
| +2% | +$62K | 1.9% | 13 |
|
|
2023
Q2 | $3.13M | Buy |
23,780
+3,204
| +16% | +$422K | 1.88% | 12 |
|
|
2023
Q1 | $2.66M | Buy |
20,576
+6,668
| +48% | +$863K | 1.61% | 15 |
|
|
2022
Q4 | $1.89M | Buy |
13,908
+6,062
| +77% | +$824K | 1.29% | 19 |
|
|
2022
Q3 | $950K | Buy |
7,846
+2,041
| +35% | +$247K | 0.79% | 40 |
|
|
2022
Q2 | $744K | Buy |
5,805
+554
| +11% | +$71K | 0.64% | 48 |
|
|
2022
Q1 | $732K | Sell |
5,251
-684
| -12% | -$95.4K | 0.65% | 46 |
|
|
2021
Q4 | $836K | Buy |
+5,935
| New | +$836K | 0.81% | 37 |
|