EMAM
Encompass More Asset Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $769K | Sell |
5,705
-12,229
| -68% | -$1.65M | 0.18% | 108 |
|
2025
Q1 | $2.62M | Buy |
17,934
+10,338
| +136% | +$1.51M | 0.78% | 36 |
|
2024
Q4 | $1.04M | Sell |
7,596
-5,789
| -43% | -$796K | 0.34% | 67 |
|
2024
Q3 | $2.06M | Buy |
13,385
+1,721
| +15% | +$265K | 0.79% | 37 |
|
2024
Q2 | $1.7M | Buy |
11,664
+965
| +9% | +$141K | 1.21% | 20 |
|
2024
Q1 | $1.58M | Buy |
10,699
+4,460
| +71% | +$659K | 1.31% | 20 |
|
2023
Q4 | $851K | Buy |
+6,239
| New | +$851K | 0.96% | 30 |
|