Atlanta Consulting Group 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 | $215K | Hold |
1,596
| – | – | 0.06% | 124 |
|
|
2025
Q1 | $233K | Sell |
1,596
-589
| -27% | -$86K | 0.07% | 110 |
|
|
2024
Q4 | $301K | Sell |
2,185
-12,959
| -86% | -$1.78M | 0.11% | 98 |
|
|
2024
Q3 | $2.33M | Buy |
15,144
+11,842
| +359% | +$1.82M | 0.58% | 30 |
|
|
2024
Q2 | $481K | Buy |
3,302
+783
| +31% | +$114K | 0.1% | 74 |
|
|
2024
Q1 | $372K | Buy |
+2,519
| New | +$372K | 0.13% | 86 |
|