Legend 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 | $1.62K | Buy |
+12
| New | +$1.62K | ﹤0.01% | 158 |
|
|
2025
Q1 | – | Sell |
-32
| Closed | -$4.4K | – | 260 |
|
|
2024
Q4 | $4.4K | Hold |
32
| – | – | ﹤0.01% | 163 |
|
|
2024
Q3 | $4.93K | Buy |
32
+7
| +28% | +$1.08K | ﹤0.01% | 128 |
|
|
2024
Q2 | $3.64K | Buy |
25
+3
| +14% | +$437 | ﹤0.01% | 202 |
|
|
2024
Q1 | $3.25K | Sell |
22
-13
| -37% | -$1.92K | ﹤0.01% | 167 |
|
|
2023
Q4 | $4.77K | Hold |
35
| – | – | ﹤0.01% | 151 |
|
|
2023
Q3 | $4.51K | Buy |
35
+5
| +17% | +$644 | ﹤0.01% | 163 |
|
|
2023
Q2 | $3.98K | Buy |
30
+25
| +500% | +$3.32K | ﹤0.01% | 188 |
|
|
2023
Q1 | $647 | Hold |
5
| – | – | ﹤0.01% | 226 |
|
|
2022
Q4 | $679 | Buy |
+5
| New | +$679 | ﹤0.01% | 238 |
|