Wetzel Investment Advisors’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 | $373K | Sell |
2,770
-6
| -0.2% | -$809 | 0.17% | 79 |
|
|
2025
Q1 | $405K | Sell |
2,776
-80
| -3% | -$11.7K | 0.2% | 76 |
|
|
2024
Q4 | $393K | Buy |
2,856
+34
| +1% | +$4.68K | 0.2% | 78 |
|
|
2024
Q3 | $435K | Sell |
2,822
-829
| -23% | -$128K | 0.22% | 73 |
|
|
2024
Q2 | $539K | Buy |
3,651
+98
| +3% | +$14.5K | 0.31% | 58 |
|
|
2024
Q1 | $492K | Sell |
3,553
-162
| -4% | -$22.4K | 0.29% | 62 |
|
|
2023
Q4 | $507K | Buy |
+3,715
| New | +$507K | 0.31% | 51 |
|