Lowe Wealth 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 | $10.1K | Hold |
75
| – | – | ﹤0.01% | 251 |
|
|
2025
Q1 | $11K | Hold |
75
| – | – | ﹤0.01% | 243 |
|
|
2024
Q4 | $10.3K | Hold |
75
| – | – | ﹤0.01% | 234 |
|
|
2024
Q3 | $11.6K | Hold |
75
| – | – | 0.01% | 212 |
|
|
2024
Q2 | $10.9K | Hold |
75
| – | – | 0.01% | 216 |
|
|
2024
Q1 | $11.1K | Sell |
75
-2,580
| -97% | -$381K | 0.01% | 204 |
|
|
2023
Q4 | $362K | Sell |
2,655
-425
| -14% | -$58K | 0.18% | 36 |
|
|
2023
Q3 | $397K | Sell |
3,080
-370
| -11% | -$47.6K | 0.21% | 33 |
|
|
2023
Q2 | $458K | Sell |
3,450
-430
| -11% | -$57.1K | 0.23% | 33 |
|
|
2023
Q1 | $502K | Buy |
3,880
+180
| +5% | +$23.3K | 0.27% | 29 |
|
|
2022
Q4 | $503K | Sell |
3,700
-50
| -1% | -$6.79K | 0.28% | 31 |
|
|
2022
Q3 | $454K | Buy |
3,750
+130
| +4% | +$15.7K | 0.27% | 30 |
|
|
2022
Q2 | $464K | Buy |
3,620
+2,905
| +406% | +$372K | 0.25% | 31 |
|
|
2022
Q1 | $98K | Buy |
715
+528
| +282% | +$72.4K | 0.04% | 71 |
|
|
2021
Q4 | $26K | Hold |
187
| – | – | 0.01% | 135 |
|
|
2021
Q3 | $24K | Hold |
187
| – | – | 0.01% | 133 |
|
|
2021
Q2 | $24K | Buy |
+187
| New | +$24K | 0.01% | 132 |
|
|
2019
Q2 | – | Sell |
-66
| Closed | -$6K | – | 319 |
|
|
2019
Q1 | $6K | Buy |
+66
| New | +$6K | ﹤0.01% | 178 |
|
|
2018
Q1 | – | Sell |
-26,694
| Closed | -$2.21M | – | 271 |
|
|
2017
Q4 | $2.21M | Sell |
26,694
-229
| -0.9% | -$18.9K | 1.34% | 14 |
|
|
2017
Q3 | $2.2M | Sell |
26,923
-269
| -1% | -$22K | 1.37% | 16 |
|
|
2017
Q2 | $2.16M | Buy |
27,192
+556
| +2% | +$44.1K | 1.37% | 16 |
|
|
2017
Q1 | $1.98M | Sell |
26,636
-104
| -0.4% | -$7.74K | 1.3% | 16 |
|
|
2016
Q4 | $1.84M | Sell |
26,740
-194
| -0.7% | -$13.4K | 1.26% | 16 |
|
|
2016
Q3 | $1.94M | Sell |
26,934
-204
| -0.8% | -$14.7K | 1.32% | 17 |
|
|
2016
Q2 | $1.95M | Buy |
27,138
+921
| +4% | +$66K | 1.31% | 16 |
|
|
2016
Q1 | $1.78M | Buy |
26,217
+2,280
| +10% | +$155K | 1.22% | 17 |
|
|
2015
Q4 | $1.72M | Buy |
23,937
+1,891
| +9% | +$136K | 1.17% | 17 |
|
|
2015
Q3 | $1.46M | Buy |
22,046
+2,011
| +10% | +$133K | 1.11% | 17 |
|
|
2015
Q2 | $1.49M | Buy |
20,035
+19,976
| +33,858% | +$1.49M | 1.01% | 20 |
|
|
2015
Q1 | $4K | Buy |
+59
| New | +$4K | ﹤0.01% | 174 |
|