Financial Engines 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
Q2 | $731K | Buy |
5,423
+3,082
| +132% | +$415K | ﹤0.01% | 336 |
|
|
2025
Q1 | $342K | Sell |
2,341
-364
| -13% | -$53.2K | ﹤0.01% | 360 |
|
|
2024
Q4 | $372K | Buy |
2,705
+922
| +52% | +$127K | ﹤0.01% | 355 |
|
|
2024
Q3 | $275K | Sell |
1,783
-185
| -9% | -$28.5K | ﹤0.01% | 344 |
|
|
2024
Q2 | $287K | Buy |
+1,968
| New | +$287K | ﹤0.01% | 313 |
|
|
2023
Q3 | – | Sell |
-1,724
| Closed | -$229K | – | 303 |
|
|
2023
Q2 | $229K | Sell |
1,724
-73,295
| -98% | -$9.73M | ﹤0.01% | 268 |
|
|
2023
Q1 | $9.71M | Buy |
+75,019
| New | +$9.71M | 0.03% | 77 |
|
|
2018
Q2 | – | Sell |
-208
| Closed | -$17K | – | 165 |
|
|
2018
Q1 | $17K | Buy |
+208
| New | +$17K | ﹤0.01% | 89 |
|