Financial Advocates Investment Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Financial Advocates Investment Management’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.15M	Sell	15,940 -4,459	-22%	-$601K	0.18%	120
2025 Q1	$2.98M	Sell	20,399 -6,619	-24%	-$966K	0.21%	114
2024 Q4	$3.72M	Sell	27,018 -69,774	-72%	-$9.6M	0.21%	100
2024 Q3	$14.7M	Buy	96,792 +54,678	+130%	+$8.28M	0.83%	19
2024 Q2	$6.14M	Sell	42,114 -19,854	-32%	-$2.89M	0.38%	54
2024 Q1	$7.7M	Buy	61,968 +747	+1%	+$92.8K	0.45%	55
2023 Q4	$6.88M	Buy	61,221 +21,996	+56%	+$2.47M	0.45%	55
2023 Q3	$4.62M	Buy	39,225 +6,019	+18%	+$708K	0.33%	75
2023 Q2	$4.41M	Sell	33,206 -9,962	-23%	-$1.32M	0.31%	79
2023 Q1	$5.59M	Sell	43,168 -7,252	-14%	-$939K	0.4%	50
2022 Q4	$6.85M	Buy	50,420 +19,258	+62%	+$2.62M	0.51%	43
2022 Q3	$3.76M	Sell	31,162 -10,886	-26%	-$1.31M	0.31%	83
2022 Q2	$5.39M	Buy	42,048 +947	+2%	+$121K	0.44%	49
2022 Q1	$5.63M	Buy	41,101 +14,662	+55%	+$2.01M	0.37%	61
2021 Q4	$3.73M	Buy	26,439 +1,240	+5%	+$175K	0.23%	100
2021 Q3	$3.21M	Sell	25,199 -10,064	-29%	-$1.28M	0.22%	116
2021 Q2	$4.44M	Sell	35,263 -1,962	-5%	-$247K	0.3%	69
2021 Q1	$4.35M	Sell	37,225 -20,568	-36%	-$2.4M	0.31%	65
2020 Q4	$7.92M	Buy	57,793 +21,029	+57%	+$2.88M	0.54%	34
2020 Q3	$3.88M	Sell	36,764 -29,094	-44%	-$3.07M	0.33%	64
2020 Q2	$6.59M	Buy	65,858 +35,444	+117%	+$3.54M	0.62%	28
2020 Q1	$2.69M	Buy	30,414 +3,251	+12%	+$288K	0.38%	67
2019 Q4	$2.77M	Buy	27,163 +1,011	+4%	+$103K	0.29%	90
2019 Q3	$2.36M	Buy	26,152 +99	+0.4%	+$8.92K	0.27%	99
2019 Q2	$2.41M	Sell	26,053 -151	-0.6%	-$14K	0.28%	93
2019 Q1	$2.4M	Sell	26,204 -7,393	-22%	-$678K	0.3%	89
2018 Q4	$2.91M	Sell	33,597 -1,811	-5%	-$157K	0.4%	67
2018 Q3	$3.37M	Sell	35,408 -5,256	-13%	-$500K	0.38%	66
2018 Q2	$3.4M	Buy	40,664 +847	+2%	+$70.8K	0.41%	64
2018 Q1	$3.24M	Buy	39,817 +5,293	+15%	+$431K	0.42%	61
2017 Q4	$2.85M	Buy	+34,524	New	+$2.85M	0.39%	62