Lifeworks 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 | $357K | Buy |
2,647
+215
| +9% | +$29K | 0.05% | 236 |
|
|
2025
Q1 | $355K | Buy |
2,432
+35
| +1% | +$5.11K | 0.06% | 227 |
|
|
2024
Q4 | $330K | Sell |
2,397
-112
| -4% | -$15.4K | 0.06% | 214 |
|
|
2024
Q3 | $386K | Sell |
2,509
-3
| -0.1% | -$462 | 0.08% | 196 |
|
|
2024
Q2 | $366K | Buy |
2,512
+270
| +12% | +$39.4K | 0.1% | 155 |
|
|
2024
Q1 | $331K | Buy |
+2,242
| New | +$331K | 0.09% | 163 |
|