WF
WoodTrust Financial’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 | – | Sell |
-39,102
| Closed | -$5.71M | – | 173 |
|
|
2025
Q1 | $5.71M | Buy |
+39,102
| New | +$5.71M | 0.8% | 37 |
|
|
2024
Q4 | – | Sell |
-24,686
| Closed | -$3.8M | – | 189 |
|
|
2024
Q3 | $3.8M | Sell |
24,686
-17,393
| -41% | -$2.68M | 0.54% | 41 |
|
|
2024
Q2 | $6.13M | Buy |
+42,079
| New | +$6.13M | 0.95% | 31 |
|