Insight 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 | $599K | Sell |
4,447
-174
| -4% | -$23.4K | 0.1% | 135 |
|
|
2025
Q1 | $675K | Sell |
4,621
-25
| -0.5% | -$3.65K | 0.12% | 111 |
|
|
2024
Q4 | $638K | Sell |
4,646
-525
| -10% | -$72.1K | 0.11% | 118 |
|
|
2024
Q3 | $797K | Buy |
5,171
+35
| +0.7% | +$5.39K | 0.14% | 109 |
|
|
2024
Q2 | $749K | Sell |
5,136
-628
| -11% | -$91.6K | 0.14% | 107 |
|
|
2024
Q1 | $852K | Sell |
5,764
-27
| -0.5% | -$3.99K | 0.16% | 100 |
|
|
2023
Q4 | $790K | Sell |
5,791
-605
| -9% | -$82.5K | 0.17% | 99 |
|
|
2023
Q3 | $823K | Sell |
6,396
-196
| -3% | -$25.2K | 0.19% | 94 |
|
|
2023
Q2 | $875K | Sell |
6,592
-219
| -3% | -$29.1K | 0.2% | 88 |
|
|
2023
Q1 | $882K | Sell |
6,811
-306
| -4% | -$39.6K | 0.21% | 80 |
|
|
2022
Q4 | $964K | Buy |
7,117
+3,304
| +87% | +$448K | 0.34% | 72 |
|
|
2022
Q3 | $462K | Buy |
3,813
+310
| +9% | +$37.6K | 0.18% | 144 |
|
|
2022
Q2 | $461K | Sell |
3,503
-257
| -7% | -$33.8K | 0.16% | 164 |
|
|
2022
Q1 | $515K | Buy |
3,760
+30
| +0.8% | +$4.11K | 0.15% | 169 |
|
|
2021
Q4 | $526K | Sell |
3,730
-115
| -3% | -$16.2K | 0.16% | 166 |
|
|
2021
Q3 | $517K | Buy |
3,845
+76
| +2% | +$10.2K | 0.15% | 171 |
|
|
2021
Q2 | $499K | Sell |
3,769
-70
| -2% | -$9.27K | 0.16% | 169 |
|
|
2021
Q1 | $466K | Sell |
3,839
-41
| -1% | -$4.98K | 0.15% | 173 |
|
|
2020
Q4 | $440K | Buy |
+3,880
| New | +$440K | 0.17% | 160 |
|