KKM Financial’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 | $531K | Hold |
3,942
| – | – | 0.18% | 98 |
|
|
2025
Q1 | $576K | Sell |
3,942
-300
| -7% | -$43.8K | 0.24% | 84 |
|
|
2024
Q4 | $584K | Hold |
4,242
| – | – | 0.24% | 85 |
|
|
2024
Q3 | $653K | Hold |
4,242
| – | – | 0.32% | 74 |
|
|
2024
Q2 | $619K | Hold |
4,242
| – | – | 0.29% | 85 |
|
|
2024
Q1 | $627K | Hold |
4,242
| – | – | 0.31% | 85 |
|
|
2023
Q4 | $579K | Buy |
+4,242
| New | +$579K | 0.36% | 68 |
|