LM 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 | $3.33M | Sell |
24,675
-1,992
| -7% | -$269K | 0.43% | 39 |
|
|
2025
Q1 | $3.89M | Sell |
26,667
-1,233
| -4% | -$180K | 0.7% | 27 |
|
|
2024
Q4 | $3.84M | Buy |
27,900
+689
| +3% | +$94.8K | 0.69% | 29 |
|
|
2024
Q3 | $4.19M | Sell |
27,211
-1,459
| -5% | -$225K | 0.85% | 25 |
|
|
2024
Q2 | $4.18M | Sell |
28,670
-1,275
| -4% | -$186K | 0.01% | 46 |
|
|
2024
Q1 | $4.42M | Buy |
29,945
+1,383
| +5% | +$204K | 0.7% | 27 |
|
|
2023
Q4 | $3.9M | Buy |
+28,562
| New | +$3.9M | 0.78% | 24 |
|