Diversify Advisory Services’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 | $1.39M | Sell |
10,582
-162
| -2% | -$21.3K | 0.05% | 252 |
|
|
2025
Q1 | $1.5M | Sell |
10,744
-4,793
| -31% | -$668K | 0.09% | 154 |
|
|
2024
Q4 | $2.17M | Sell |
15,537
-11,567
| -43% | -$1.62M | 0.12% | 120 |
|
|
2024
Q3 | $4.1M | Sell |
27,104
-17,899
| -40% | -$2.7M | 0.22% | 85 |
|
|
2024
Q2 | $6.52M | Sell |
45,003
-82,134
| -65% | -$11.9M | 0.36% | 48 |
|
|
2024
Q1 | $18.6M | Buy |
+127,137
| New | +$18.6M | 1.1% | 18 |
|