Investment Partners Asset Management’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 | $521K | Hold |
3,867
| – | – | 0.36% | 84 |
|
|
2025
Q1 | $565K | Sell |
3,867
-2
| -0.1% | -$292 | 0.44% | 73 |
|
|
2024
Q4 | $532K | Sell |
3,869
-500
| -11% | -$68.8K | 0.42% | 72 |
|
|
2024
Q3 | $673K | Buy |
4,369
+400
| +10% | +$61.6K | 0.55% | 53 |
|
|
2024
Q2 | $578K | Hold |
3,969
| – | – | 0.52% | 60 |
|
|
2024
Q1 | $586K | Sell |
3,969
-298
| -7% | -$44K | 0.53% | 59 |
|
|
2023
Q4 | $582K | Buy |
+4,267
| New | +$582K | 0.58% | 54 |
|