Empire Financial Management Company’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 | $384K | Buy |
2,851
+303
| +12% | +$40.8K | 0.11% | 157 |
|
|
2025
Q1 | $372K | Sell |
2,548
-58
| -2% | -$8.47K | 0.12% | 160 |
|
|
2024
Q4 | $359K | Buy |
2,606
+242
| +10% | +$33.3K | 0.11% | 158 |
|
|
2024
Q3 | $364K | Sell |
2,364
-135
| -5% | -$20.8K | 0.11% | 165 |
|
|
2024
Q2 | $364K | Sell |
2,499
-28
| -1% | -$4.08K | 0.12% | 159 |
|
|
2024
Q1 | $373K | Buy |
2,527
+41
| +2% | +$6.06K | 0.12% | 164 |
|
|
2023
Q4 | $339K | Sell |
2,486
-130
| -5% | -$17.7K | 0.13% | 157 |
|
|
2023
Q3 | $337K | Sell |
2,616
-358
| -12% | -$46.1K | 0.15% | 147 |
|
|
2023
Q2 | $395K | Sell |
2,974
-34
| -1% | -$4.51K | 0.16% | 135 |
|
|
2023
Q1 | $389K | Buy |
+3,008
| New | +$389K | 0.16% | 141 |
|