Founders Financial Alliance’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 | $656K | Sell |
4,869
-686
| -12% | -$92.5K | 0.15% | 143 |
|
|
2025
Q1 | $811K | Buy |
5,555
+3,573
| +180% | +$522K | 0.2% | 108 |
|
|
2024
Q4 | $273K | Sell |
1,982
-38
| -2% | -$5.23K | 0.08% | 228 |
|
|
2024
Q3 | $311K | Buy |
2,020
+14
| +0.7% | +$2.16K | 0.09% | 213 |
|
|
2024
Q2 | $292K | Buy |
2,006
+403
| +25% | +$58.7K | 0.09% | 213 |
|
|
2024
Q1 | $237K | Buy |
1,603
+353
| +28% | +$52.2K | 0.07% | 240 |
|
|
2023
Q4 | $170K | Buy |
1,250
+3
| +0.2% | +$409 | 0.07% | 255 |
|
|
2023
Q3 | $161K | Sell |
1,247
-145
| -10% | -$18.7K | 0.07% | 238 |
|
|
2023
Q2 | $185K | Buy |
1,392
+88
| +7% | +$11.7K | 0.07% | 257 |
|
|
2023
Q1 | $170K | Sell |
1,304
-109
| -8% | -$14.2K | 0.09% | 216 |
|
|
2022
Q4 | $192K | Buy |
1,413
+38
| +3% | +$5.16K | 0.09% | 223 |
|
|
2022
Q3 | $167K | Sell |
1,375
-1,667
| -55% | -$202K | 0.09% | 220 |
|
|
2022
Q2 | $390K | Buy |
3,042
+1,114
| +58% | +$143K | 0.2% | 113 |
|
|
2022
Q1 | $264K | Sell |
1,928
-63
| -3% | -$8.63K | 0.12% | 171 |
|
|
2021
Q4 | $281K | Buy |
1,991
+19
| +1% | +$2.68K | 0.11% | 191 |
|
|
2021
Q3 | $251K | Buy |
1,972
+52
| +3% | +$6.62K | 0.12% | 184 |
|
|
2021
Q2 | $241K | Buy |
1,920
+358
| +23% | +$44.9K | 0.11% | 201 |
|
|
2021
Q1 | $188K | Buy |
1,562
+126
| +9% | +$15.2K | 0.09% | 226 |
|
|
2020
Q4 | $163K | Buy |
1,436
+75
| +6% | +$8.51K | 0.09% | 209 |
|
|
2020
Q3 | $144K | Buy |
+1,361
| New | +$144K | 0.09% | 203 |
|