Larson Financial Group’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 | $1.21M | Sell |
8,988
-17,524
| -66% | -$2.36M | 0.05% | 266 |
|
|
2025
Q1 | $3.87M | Buy |
26,512
+10,193
| +62% | +$1.49M | 0.18% | 103 |
|
|
2024
Q4 | $2.25M | Sell |
16,319
-16,404
| -50% | -$2.26M | 0.12% | 154 |
|
|
2024
Q3 | $5.04M | Buy |
32,723
+24,788
| +312% | +$3.82M | 0.29% | 71 |
|
|
2024
Q2 | $1.16M | Buy |
7,935
+4,851
| +157% | +$707K | 0.08% | 185 |
|
|
2024
Q1 | $456K | Buy |
3,084
+973
| +46% | +$144K | 0.04% | 250 |
|
|
2023
Q4 | $288K | Buy |
2,111
+564
| +36% | +$76.9K | 0.03% | 280 |
|
|
2023
Q3 | $199K | Buy |
1,547
+180
| +13% | +$23.2K | 0.02% | 324 |
|
|
2023
Q2 | $181K | Sell |
1,367
-4
| -0.3% | -$531 | 0.02% | 332 |
|
|
2023
Q1 | $178K | Buy |
1,371
+71
| +5% | +$9.19K | 0.02% | 330 |
|
|
2022
Q4 | $177K | Sell |
1,300
-36
| -3% | -$4.89K | 0.02% | 321 |
|
|
2022
Q3 | $162K | Buy |
1,336
+1,149
| +614% | +$139K | 0.02% | 298 |
|
|
2022
Q2 | $24K | Buy |
187
+19
| +11% | +$2.44K | ﹤0.01% | 514 |
|
|
2022
Q1 | $23K | Sell |
168
-21
| -11% | -$2.88K | ﹤0.01% | 508 |
|
|
2021
Q4 | $27K | Hold |
189
| – | – | ﹤0.01% | 489 |
|
|
2021
Q3 | $24K | Sell |
189
-153
| -45% | -$19.4K | ﹤0.01% | 430 |
|
|
2021
Q2 | $43K | Sell |
342
-2
| -0.6% | -$251 | 0.01% | 303 |
|
|
2021
Q1 | $40K | Buy |
344
+17
| +5% | +$1.98K | 0.01% | 294 |
|
|
2020
Q4 | $37K | Buy |
327
+1
| +0.3% | +$113 | 0.01% | 259 |
|
|
2020
Q3 | $34K | Buy |
326
+21
| +7% | +$2.19K | 0.01% | 254 |
|
|
2020
Q2 | $30K | Buy |
305
+173
| +131% | +$17K | 0.01% | 244 |
|
|
2020
Q1 | $12K | Buy |
132
+52
| +65% | +$4.73K | 0.01% | 276 |
|
|
2019
Q4 | $8K | Hold |
80
| – | – | ﹤0.01% | 328 |
|
|
2019
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 346 |
|
|
2019
Q2 | $7K | Hold |
80
| – | – | 0.01% | 287 |
|
|
2019
Q1 | $7K | Hold |
80
| – | – | 0.01% | 266 |
|
|
2018
Q4 | $7K | Buy |
+80
| New | +$7K | 0.01% | 257 |
|