Insight Wealth Partners’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 | $650K | Sell |
4,825
-37
| -0.8% | -$4.99K | 0.25% | 58 |
|
|
2025
Q1 | $710K | Sell |
4,862
-264
| -5% | -$38.5K | 0.12% | 56 |
|
|
2024
Q4 | $705K | Sell |
5,126
-380
| -7% | -$52.3K | 0.1% | 52 |
|
|
2024
Q3 | $848K | Buy |
5,506
+2,718
| +97% | +$419K | 0.17% | 43 |
|
|
2024
Q2 | $406K | Buy |
2,788
+758
| +37% | +$110K | 0.07% | 65 |
|
|
2024
Q1 | $300K | Buy |
+2,030
| New | +$300K | 0.05% | 72 |
|