ABLE Financial Group’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 | $2.36M | Buy |
17,486
+299
| +2% | +$40.3K | 0.57% | 41 |
|
|
2025
Q1 | $2.51M | Sell |
17,187
-3,463
| -17% | -$506K | 0.7% | 31 |
|
|
2024
Q4 | $2.84M | Buy |
20,650
+1,014
| +5% | +$139K | 0.84% | 31 |
|
|
2024
Q3 | $3.02M | Buy |
19,636
+18,186
| +1,254% | +$2.8M | 0.93% | 26 |
|
|
2024
Q2 | $211K | Buy |
+1,450
| New | +$211K | 0.08% | 166 |
|
|
2023
Q3 | – | Sell |
-2,375
| Closed | -$315K | – | 160 |
|
|
2023
Q2 | $315K | Buy |
2,375
+138
| +6% | +$18.3K | 0.16% | 103 |
|
|
2023
Q1 | $290K | Buy |
+2,237
| New | +$290K | 0.19% | 104 |
|