HTG Investment 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 | – | Sell |
-1,438
| Closed | -$210K | – | 74 |
|
|
2025
Q1 | $210K | Buy |
+1,438
| New | +$210K | 0.09% | 66 |
|
|
2024
Q4 | – | Sell |
-1,448
| Closed | -$223K | – | 70 |
|
|
2024
Q3 | $223K | Buy |
1,448
+10
| +0.7% | +$1.54K | 0.11% | 60 |
|
|
2024
Q2 | $210K | Sell |
1,438
-12
| -0.8% | -$1.75K | 0.11% | 57 |
|
|
2024
Q1 | $214K | Buy |
+1,450
| New | +$214K | 0.12% | 58 |
|