Wealthfront Advisers’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 | $3.73M | Sell |
27,696
-779
| -3% | -$105K | 0.01% | 435 |
|
|
2025
Q1 | $4.16M | Buy |
28,475
+4,065
| +17% | +$594K | 0.01% | 393 |
|
|
2024
Q4 | $3.36M | Sell |
24,410
-2,952
| -11% | -$406K | 0.01% | 409 |
|
|
2024
Q3 | $4.21M | Buy |
27,362
+1,194
| +5% | +$184K | 0.01% | 344 |
|
|
2024
Q2 | $3.81M | Sell |
26,168
-2,031
| -7% | -$296K | 0.01% | 340 |
|
|
2024
Q1 | $4.17M | Buy |
28,199
+3,237
| +13% | +$478K | 0.01% | 309 |
|
|
2023
Q4 | $3.4M | Sell |
24,962
-1,616
| -6% | -$220K | 0.01% | 327 |
|
|
2023
Q3 | $3.42M | Buy |
26,578
+1,818
| +7% | +$234K | 0.01% | 301 |
|
|
2023
Q2 | $3.29M | Buy |
24,760
+1,350
| +6% | +$179K | 0.01% | 305 |
|
|
2023
Q1 | $3.03M | Buy |
23,410
+1,768
| +8% | +$229K | 0.01% | 314 |
|
|
2022
Q4 | $2.94M | Buy |
21,642
+6,553
| +43% | +$890K | 0.01% | 295 |
|
|
2022
Q3 | $1.83M | Buy |
15,089
+1,562
| +12% | +$189K | 0.01% | 386 |
|
|
2022
Q2 | $1.74M | Sell |
13,527
-4,959
| -27% | -$636K | 0.01% | 408 |
|
|
2022
Q1 | $2.53M | Buy |
18,486
+2,033
| +12% | +$279K | 0.01% | 345 |
|
|
2021
Q4 | $2.32M | Buy |
16,453
+3,658
| +29% | +$515K | 0.01% | 354 |
|
|
2021
Q3 | $1.63M | Buy |
12,795
+1,617
| +14% | +$206K | 0.01% | 387 |
|
|
2021
Q2 | $1.41M | Buy |
+11,178
| New | +$1.41M | 0.01% | 374 |
|