First Trust Investment Solutions’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
2024
Q3
$4.07M Sell
26,425
-1,743
-6% -$268K 0.46% 53
2024
Q2
$4.11M Sell
28,168
-393
-1% -$57.3K 0.58% 51
2024
Q1
$4.22M Buy
28,561
+1,001
+4% +$148K 0.74% 40
2023
Q4
$3.76M Buy
+27,560
New +$3.76M 0.78% 37