West Branch Capital’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
Q1 | – | Sell |
-64
| Closed | -$8.81K | – | 584 |
|
|
2024
Q4 | $8.81K | Hold |
64
| – | – | ﹤0.01% | 278 |
|
|
2024
Q3 | $9.86K | Hold |
64
| – | – | ﹤0.01% | 278 |
|
|
2024
Q2 | $9.33K | Hold |
64
| – | – | ﹤0.01% | 279 |
|
|
2024
Q1 | $9.46K | Hold |
64
| – | – | ﹤0.01% | 280 |
|
|
2023
Q4 | $8.73K | Hold |
64
| – | – | ﹤0.01% | 288 |
|
|
2023
Q3 | $8.24K | Hold |
64
| – | – | ﹤0.01% | 292 |
|
|
2023
Q2 | $8.5K | Hold |
64
| – | – | ﹤0.01% | 298 |
|
|
2023
Q1 | $8.29K | Hold |
64
| – | – | ﹤0.01% | 305 |
|
|
2022
Q4 | $8.69K | Hold |
64
| – | – | 0.01% | 298 |
|
|
2022
Q3 | $8K | Hold |
64
| – | – | 0.01% | 306 |
|
|
2022
Q2 | $8K | Hold |
64
| – | – | ﹤0.01% | 299 |
|
|
2022
Q1 | $9K | Hold |
64
| – | – | ﹤0.01% | 308 |
|
|
2021
Q4 | $9K | Hold |
64
| – | – | ﹤0.01% | 341 |
|
|
2021
Q3 | $8K | Sell |
64
-656
| -91% | -$82K | ﹤0.01% | 332 |
|
|
2021
Q2 | $91K | Buy |
+720
| New | +$91K | 0.04% | 147 |
|