Forum Financial Management’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 | $475K | Buy |
3,522
+448
| +15% | +$60.4K | 0.01% | 436 |
|
|
2025
Q1 | $449K | Sell |
3,074
-4,333
| -58% | -$633K | 0.01% | 414 |
|
|
2024
Q4 | $1.02M | Sell |
7,407
-30
| -0.4% | -$4.13K | 0.02% | 207 |
|
|
2024
Q3 | $1.15M | Buy |
7,437
+26
| +0.4% | +$4K | 0.02% | 170 |
|
|
2024
Q2 | $1.08M | Buy |
7,411
+4,639
| +167% | +$676K | 0.02% | 164 |
|
|
2024
Q1 | $410K | Sell |
2,772
-30
| -1% | -$4.43K | 0.01% | 391 |
|
|
2023
Q4 | $382K | Sell |
2,802
-164
| -6% | -$22.4K | 0.01% | 371 |
|
|
2023
Q3 | $382K | Sell |
2,966
-202
| -6% | -$26K | 0.01% | 347 |
|
|
2023
Q2 | $421K | Sell |
3,168
-154
| -5% | -$20.4K | 0.01% | 329 |
|
|
2023
Q1 | $430K | Buy |
+3,322
| New | +$430K | 0.01% | 301 |
|