Independent Advisor 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 | $688K | Buy |
+5,101
| New | +$688K | 0.02% | 500 |
|
|
2025
Q1 | – | Sell |
-77,813
| Closed | -$10.7M | – | 1386 |
|
|
2024
Q4 | $10.7M | Buy |
+77,813
| New | +$10.7M | 0.14% | 161 |
|
|
2020
Q1 | – | Sell |
-22,076
| Closed | -$2.25M | – | 866 |
|
|
2019
Q4 | $2.25M | Buy |
+22,076
| New | +$2.25M | 0.1% | 224 |
|
|
2017
Q2 | – | Sell |
-2,904
| Closed | -$215K | – | 421 |
|
|
2017
Q1 | $215K | Buy |
+2,904
| New | +$215K | 0.03% | 367 |
|