WP
WealthShield Partners’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.7K | Sell |
443
-155
| -26% | -$20.9K | 0.01% | 417 |
|
|
2025
Q1 | $87.3K | Sell |
598
-69
| -10% | -$10.1K | 0.01% | 379 |
|
|
2024
Q4 | $91.8K | Sell |
667
-291
| -30% | -$40K | 0.01% | 347 |
|
|
2024
Q3 | $148K | Buy |
958
+600
| +168% | +$92.4K | 0.02% | 321 |
|
|
2024
Q2 | $52.2K | Sell |
358
-11
| -3% | -$1.6K | 0.01% | 356 |
|
|
2024
Q1 | $54.5K | Sell |
369
-510
| -58% | -$75.3K | 0.01% | 348 |
|
|
2023
Q4 | $120K | Buy |
879
+190
| +28% | +$25.9K | 0.02% | 310 |
|
|
2023
Q3 | $88.7K | Buy |
689
+192
| +39% | +$24.7K | 0.01% | 344 |
|
|
2023
Q2 | $66K | Buy |
497
+200
| +67% | +$26.5K | 0.01% | 363 |
|
|
2023
Q1 | $38.5K | Buy |
+297
| New | +$38.5K | 0.01% | 390 |
|
|
2021
Q4 | – | Sell |
-66,994
| Closed | -$8.53M | – | 304 |
|
|
2021
Q3 | $8.53M | Buy |
+66,994
| New | +$8.53M | 2.28% | 8 |
|
|
2021
Q2 | – | Sell |
-257
| Closed | -$30K | – | 1175 |
|
|
2021
Q1 | $30K | Buy |
+257
| New | +$30K | 0.01% | 578 |
|
|
2020
Q4 | – | Sell |
-1,277
| Closed | -$135K | – | 430 |
|
|
2020
Q3 | $135K | Buy |
1,277
+235
| +23% | +$24.8K | 0.05% | 261 |
|
|
2020
Q2 | $104K | Buy |
1,042
+222
| +27% | +$22.2K | 0.05% | 225 |
|
|
2020
Q1 | $73K | Sell |
820
-230
| -22% | -$20.5K | 0.04% | 181 |
|
|
2019
Q4 | $107K | Buy |
1,050
+1
| +0.1% | +$102 | 0.05% | 190 |
|
|
2019
Q3 | $95K | Buy |
1,049
+1
| +0.1% | +$91 | 0.05% | 184 |
|
|
2019
Q2 | $97K | Sell |
1,048
-10,624
| -91% | -$983K | 0.06% | 165 |
|
|
2019
Q1 | $1.07M | Buy |
11,672
+11,425
| +4,626% | +$1.05M | 0.6% | 36 |
|
|
2018
Q4 | $21K | Buy |
247
+15
| +6% | +$1.28K | 0.01% | 188 |
|
|
2018
Q3 | $22K | Hold |
232
| – | – | 0.01% | 187 |
|
|
2018
Q2 | $19K | Sell |
232
-2,967
| -93% | -$243K | 0.01% | 184 |
|
|
2018
Q1 | $260K | Sell |
3,199
-36,286
| -92% | -$2.95M | 0.16% | 99 |
|
|
2017
Q4 | $3.3M | Buy |
+39,485
| New | +$3.3M | 2.01% | 15 |
|