LIG
Lokken Investment Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
10,558
+1,599
| +18% | +$216K | 0.55% | 49 |
|
|
2025
Q1 | $1.31M | Buy |
8,959
+1,344
| +18% | +$196K | 0.55% | 50 |
|
|
2024
Q4 | $1.05M | Buy |
7,615
+66
| +0.9% | +$9.08K | 0.45% | 62 |
|
|
2024
Q3 | $1.16M | Buy |
7,549
+131
| +2% | +$20.2K | 0.48% | 56 |
|
|
2024
Q2 | $1.08M | Buy |
7,418
+504
| +7% | +$73.5K | 0.51% | 52 |
|
|
2024
Q1 | $1.02M | Sell |
6,914
-49
| -0.7% | -$7.24K | 0.51% | 52 |
|
|
2023
Q4 | $950K | Buy |
6,963
+836
| +14% | +$114K | 0.54% | 48 |
|
|
2023
Q3 | $789K | Buy |
6,127
+41
| +0.7% | +$5.28K | 0.52% | 46 |
|
|
2023
Q2 | $808K | Buy |
6,086
+272
| +5% | +$36.1K | 0.53% | 45 |
|
|
2023
Q1 | $753K | Sell |
5,814
-10,873
| -65% | -$1.41M | 0.57% | 42 |
|
|
2022
Q4 | $2.27M | Sell |
16,687
-263
| -2% | -$35.7K | 1.79% | 16 |
|
|
2022
Q3 | $2.05M | Buy |
16,950
+298
| +2% | +$36.1K | 1.77% | 17 |
|
|
2022
Q2 | $2.14M | Sell |
16,652
-93
| -0.6% | -$11.9K | 1.73% | 16 |
|
|
2022
Q1 | $2.18M | Buy |
+16,745
| New | +$2.18M | 1.73% | 16 |
|