KPP Advisory Services’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 | $480K | Hold |
3,559
| – | – | 0.08% | 195 |
|
|
2025
Q1 | $520K | Buy |
3,559
+47
| +1% | +$6.86K | 0.1% | 173 |
|
|
2024
Q4 | $483K | Sell |
3,512
-56
| -2% | -$7.7K | 0.11% | 148 |
|
|
2024
Q3 | $550K | Hold |
3,568
| – | – | 0.13% | 139 |
|
|
2024
Q2 | $520K | Sell |
3,568
-36
| -1% | -$5.25K | 0.14% | 127 |
|
|
2024
Q1 | $532K | Buy |
+3,604
| New | +$532K | 0.15% | 123 |
|
|
2023
Q4 | – | Sell |
-3,610
| Closed | -$465K | – | 225 |
|
|
2023
Q3 | $465K | Buy |
+3,610
| New | +$465K | 0.15% | 113 |
|