WealthGarden F.S.’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
$744K Sell
5,706
-1,817
-24% -$237K 0.62% 51
2025
Q1
$1.1M Buy
7,523
+231
+3% +$33.7K 1.06% 27
2024
Q4
$1M Sell
7,292
-919
-11% -$126K 0.94% 33
2024
Q3
$1.26M Buy
8,211
+998
+14% +$154K 1.23% 25
2024
Q2
$1.05M Buy
+7,213
New +$1.05M 1.11% 26