Advisornet Financial’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 | $1.86M | Sell |
13,804
-10,883
| -44% | -$1.47M | 0.12% | 170 |
|
2025
Q1 | $3.6M | Sell |
24,687
-1,154
| -4% | -$168K | 0.27% | 81 |
|
2024
Q4 | $3.55M | Buy |
25,841
+1,316
| +5% | +$181K | 0.3% | 80 |
|
2024
Q3 | $3.78M | Buy |
24,525
+933
| +4% | +$144K | 0.28% | 84 |
|
2024
Q2 | $3.44M | Buy |
23,592
+496
| +2% | +$72.3K | 0.31% | 79 |
|
2024
Q1 | $3.41M | Buy |
23,096
+748
| +3% | +$111K | 0.33% | 72 |
|
2023
Q4 | $3.05M | Buy |
22,348
+1,722
| +8% | +$235K | 0.28% | 88 |
|
2023
Q3 | $2.66M | Sell |
20,626
-2,209
| -10% | -$284K | 0.24% | 98 |
|
2023
Q2 | $3.03M | Buy |
22,835
+155
| +0.7% | +$20.6K | 0.26% | 97 |
|
2023
Q1 | $2.94M | Buy |
22,680
+338
| +2% | +$43.8K | 0.27% | 91 |
|
2022
Q4 | $3.04M | Buy |
22,342
+8,834
| +65% | +$1.2M | 0.3% | 80 |
|
2022
Q3 | $1.64M | Buy |
13,508
+1,253
| +10% | +$152K | 0.16% | 145 |
|
2022
Q2 | $1.57M | Sell |
12,255
-9,962
| -45% | -$1.28M | 0.15% | 155 |
|
2022
Q1 | $3.04M | Buy |
22,217
+1,829
| +9% | +$251K | 0.19% | 116 |
|
2021
Q4 | $2.87M | Buy |
20,388
+1,971
| +11% | +$278K | 0.18% | 117 |
|
2021
Q3 | $2.34M | Buy |
18,417
+3,983
| +28% | +$507K | 0.16% | 124 |
|
2021
Q2 | $1.82M | Buy |
14,434
+778
| +6% | +$98K | 0.12% | 163 |
|
2021
Q1 | $1.59M | Sell |
13,656
-564
| -4% | -$65.8K | 0.11% | 175 |
|
2020
Q4 | $1.61M | Sell |
14,220
-15,460
| -52% | -$1.75M | 0.13% | 155 |
|
2020
Q3 | $3.13M | Buy |
29,680
+1,929
| +7% | +$203K | 0.27% | 82 |
|
2020
Q2 | $2.78M | Buy |
27,751
+1,990
| +8% | +$199K | 0.22% | 105 |
|
2020
Q1 | $2.28M | Buy |
25,761
+6,344
| +33% | +$562K | 0.21% | 108 |
|
2019
Q4 | $1.98M | Sell |
19,417
-1,451
| -7% | -$148K | 0.17% | 127 |
|
2019
Q3 | $1.88M | Sell |
20,868
-1,548
| -7% | -$140K | 0.17% | 124 |
|
2019
Q2 | $2.08M | Sell |
22,416
-8,864
| -28% | -$821K | 0.23% | 100 |
|
2019
Q1 | $2.87M | Sell |
31,280
-2,062
| -6% | -$189K | 0.35% | 63 |
|
2018
Q4 | $2.88M | Buy |
33,342
+10,918
| +49% | +$944K | 0.4% | 51 |
|
2018
Q3 | $2.13M | Buy |
22,424
+16,287
| +265% | +$1.55M | 0.27% | 80 |
|
2018
Q2 | $512K | Sell |
6,137
-2,243
| -27% | -$187K | 0.07% | 232 |
|
2018
Q1 | $682K | Sell |
8,380
-515
| -6% | -$41.9K | 0.09% | 188 |
|
2017
Q4 | $735K | Buy |
+8,895
| New | +$735K | 0.11% | 166 |
|