Lokken Investment Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.16M | Buy |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $1.02M | Sell |
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|
2023
Q4 | $950K | Buy |
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|
2023
Q3 | $789K | Buy |
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|
2023
Q2 | $808K | Buy |
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|
2023
Q1 | $753K | Sell |
|
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|
2022
Q4 | $2.27M | Sell |
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|
2022
Q3 | $2.05M | Buy |
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|
2022
Q2 | $2.13M | Sell |
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|
2022
Q1 | $2.18M | Buy |
|