LexAurum 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 | $366K | Hold |
2,713
| – | – | 0.06% | 242 |
|
|
2025
Q1 | $396K | Buy |
2,713
+107
| +4% | +$15.6K | 0.08% | 224 |
|
|
2024
Q4 | $359K | Sell |
2,606
-8
| -0.3% | -$1.1K | 0.07% | 236 |
|
|
2024
Q3 | $403K | Hold |
2,614
| – | – | 0.09% | 194 |
|
|
2024
Q2 | $381K | Buy |
2,614
+22
| +0.8% | +$3.21K | 0.09% | 192 |
|
|
2024
Q1 | $383K | Sell |
2,592
-204
| -7% | -$30.1K | 0.1% | 185 |
|
|
2023
Q4 | $381K | Sell |
2,796
-89
| -3% | -$12.1K | 0.1% | 181 |
|
|
2023
Q3 | $371K | Sell |
2,885
-50
| -2% | -$6.44K | 0.11% | 180 |
|
|
2023
Q2 | $390K | Buy |
2,935
+625
| +27% | +$83K | 0.12% | 162 |
|
|
2023
Q1 | $299K | Buy |
+2,310
| New | +$299K | 0.1% | 191 |
|