Atomi 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 | $1.7M | Sell |
12,599
-1,036
| -8% | -$140K | 0.06% | 213 |
|
|
2025
Q1 | $1.99M | Buy |
13,635
+5,770
| +73% | +$842K | 0.09% | 170 |
|
|
2024
Q4 | $1.08M | Buy |
7,865
+402
| +5% | +$55.3K | 0.05% | 253 |
|
|
2024
Q3 | $1.15M | Sell |
7,463
-52
| -0.7% | -$8.01K | 0.07% | 215 |
|
|
2024
Q2 | $1.1M | Sell |
7,515
-908
| -11% | -$132K | 0.08% | 195 |
|
|
2024
Q1 | $1.24M | Buy |
8,423
+4,113
| +95% | +$608K | 0.11% | 159 |
|
|
2023
Q4 | $588K | Sell |
4,310
-5,612
| -57% | -$765K | 0.08% | 234 |
|
|
2023
Q3 | $1.28M | Buy |
9,922
+880
| +10% | +$113K | 0.43% | 59 |
|
|
2023
Q2 | $1.2M | Buy |
9,042
+6,705
| +287% | +$890K | 0.55% | 44 |
|
|
2023
Q1 | $303K | Buy |
+2,337
| New | +$303K | 0.17% | 149 |
|