Laraway Financial 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 | $3.16M | Sell |
23,470
-852
| -4% | -$115K | 2.4% | 9 |
|
|
2025
Q1 | $3.55M | Buy |
24,322
+320
| +1% | +$46.7K | 2.82% | 7 |
|
|
2024
Q4 | $3.3M | Sell |
24,002
-62
| -0.3% | -$8.53K | 2.54% | 9 |
|
|
2024
Q3 | $3.71M | Sell |
24,064
-133
| -0.5% | -$20.5K | 2.96% | 7 |
|
|
2024
Q2 | $3.53M | Sell |
24,197
-172
| -0.7% | -$25.1K | 3.01% | 7 |
|
|
2024
Q1 | $3.6M | Sell |
24,369
-323
| -1% | -$47.7K | 3.17% | 7 |
|
|
2023
Q4 | $3.37M | Hold |
24,692
| – | – | 3.2% | 7 |
|
|
2023
Q3 | $3.18M | Buy |
24,692
+59
| +0.2% | +$7.6K | 3.31% | 6 |
|
|
2023
Q2 | $3.27M | Sell |
24,633
-1,039
| -4% | -$138K | 3.23% | 6 |
|
|
2023
Q1 | $3.32M | Sell |
25,672
-964
| -4% | -$125K | 3.37% | 5 |
|
|
2022
Q4 | $3.62M | Sell |
26,636
-154
| -0.6% | -$20.9K | 3.78% | 2 |
|
|
2022
Q3 | $3.24M | Sell |
26,790
-150
| -0.6% | -$18.2K | 3.62% | 2 |
|
|
2022
Q2 | $3.45M | Sell |
26,940
-410
| -1% | -$52.6K | 3.68% | 2 |
|
|
2022
Q1 | $3.75M | Sell |
27,350
-770
| -3% | -$105K | 3.41% | 2 |
|
|
2021
Q4 | $3.96M | Buy |
+28,120
| New | +$3.96M | 3.54% | 3 |
|