Ally Invest 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 | $993K | Buy |
7,370
+156
| +2% | +$21K | 0.08% | 37 |
|
2025
Q1 | $1.05M | Sell |
7,214
-419
| -5% | -$61.2K | 0.09% | 36 |
|
2024
Q4 | $1.05M | Buy |
7,633
+869
| +13% | +$120K | 0.09% | 36 |
|
2024
Q3 | $1.04M | Sell |
6,764
-1,269
| -16% | -$195K | 0.09% | 34 |
|
2024
Q2 | $1.17M | Buy |
8,033
+1,021
| +15% | +$149K | 0.11% | 33 |
|
2024
Q1 | $1.04M | Buy |
7,012
+1,451
| +26% | +$214K | 0.1% | 33 |
|
2023
Q4 | $758K | Buy |
5,561
+677
| +14% | +$92.3K | 0.08% | 33 |
|
2023
Q3 | $629K | Buy |
4,884
+1,381
| +39% | +$178K | 0.07% | 33 |
|
2023
Q2 | $465K | Buy |
3,503
+556
| +19% | +$73.8K | 0.05% | 35 |
|
2023
Q1 | $382K | Buy |
2,947
+831
| +39% | +$108K | 0.05% | 34 |
|
2022
Q4 | $288K | Buy |
+2,116
| New | +$288K | 0.04% | 29 |
|