Benchmark 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 | $215K | Sell |
1,470
-273
| -16% | -$39.9K | 0.14% | 84 |
|
|
2024
Q4 | $240K | Sell |
1,743
-102
| -6% | -$14K | 0.16% | 80 |
|
|
2024
Q3 | $284K | Sell |
1,845
-30
| -2% | -$4.62K | 0.2% | 72 |
|
|
2024
Q2 | $273K | Sell |
1,875
-230
| -11% | -$33.5K | 0.2% | 77 |
|
|
2024
Q1 | $311K | Sell |
2,105
-2,600
| -55% | -$384K | 0.25% | 74 |
|
|
2023
Q4 | $642K | Buy |
4,705
+226
| +5% | +$30.8K | 0.59% | 46 |
|
|
2023
Q3 | $577K | Sell |
4,479
-519
| -10% | -$66.8K | 0.58% | 48 |
|
|
2023
Q2 | $663K | Sell |
4,998
-666
| -12% | -$88.4K | 0.61% | 47 |
|
|
2023
Q1 | $733K | Sell |
5,664
-334
| -6% | -$43.2K | 0.75% | 45 |
|
|
2022
Q4 | $815K | Buy |
5,998
+372
| +7% | +$50.5K | 0.86% | 42 |
|
|
2022
Q3 | $681K | Buy |
5,626
+509
| +10% | +$61.6K | 0.73% | 46 |
|
|
2022
Q2 | $656K | Buy |
5,117
+2,590
| +102% | +$332K | 0.68% | 48 |
|
|
2022
Q1 | $346K | Buy |
+2,527
| New | +$346K | 0.26% | 95 |
|