Legacy Capital Group California’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
$356K Sell
2,641
-1,769
-40% -$238K 0.1% 233
2025
Q1
$644K Buy
4,410
+1,975
+81% +$288K 0.22% 122
2024
Q4
$335K Buy
2,435
+181
+8% +$24.9K 0.1% 230
2024
Q3
$347K Buy
2,254
+711
+46% +$110K 0.12% 205
2024
Q2
$225K Buy
+1,543
New +$225K 0.08% 278