Bell Investment 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
Q1 | – | Sell |
-97
| Closed | -$13.3K | – | 1954 |
|
|
2024
Q4 | $13.3K | Sell |
97
-41
| -30% | -$5.64K | ﹤0.01% | 495 |
|
|
2024
Q3 | $21.3K | Hold |
138
| – | – | ﹤0.01% | 390 |
|
|
2024
Q2 | $20.1K | Hold |
138
| – | – | ﹤0.01% | 395 |
|
|
2024
Q1 | $20.4K | Buy |
138
+62
| +82% | +$9.16K | ﹤0.01% | 378 |
|
|
2023
Q4 | $10.4K | Buy |
+76
| New | +$10.4K | ﹤0.01% | 546 |
|