Financial Freedom LLC’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 | $5.48M | Buy |
40,652
+2,188
| +6% | +$295K | 2.95% | 9 |
|
2025
Q1 | $5.62M | Sell |
38,464
-216
| -0.6% | -$31.5K | 3.23% | 8 |
|
2024
Q4 | $5.32M | Buy |
38,680
+38
| +0.1% | +$5.23K | 2.81% | 10 |
|
2024
Q3 | $5.95M | Buy |
38,642
+2,282
| +6% | +$351K | 3.15% | 9 |
|
2024
Q2 | $5.3M | Buy |
36,360
+8,486
| +30% | +$1.24M | 3.01% | 10 |
|
2024
Q1 | $4.12M | Buy |
27,874
+8,661
| +45% | +$1.28M | 2.44% | 11 |
|
2023
Q4 | $2.62M | Buy |
19,213
+15,973
| +493% | +$2.18M | 1.66% | 14 |
|
2023
Q3 | $417K | Buy |
+3,240
| New | +$417K | 0.3% | 57 |
|