LI
LVZ Inc’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 | – | Sell |
-7,019
| Closed | -$1.02M | – | 163 |
|
|
2025
Q1 | $1.02M | Buy |
+7,019
| New | +$1.02M | 0.13% | 47 |
|
|
2024
Q2 | – | Sell |
-8,725
| Closed | -$1.29M | – | 151 |
|
|
2024
Q1 | $1.29M | Buy |
+8,725
| New | +$1.29M | 0.18% | 39 |
|
|
2023
Q1 | – | Sell |
-6,013
| Closed | -$817K | – | 157 |
|
|
2022
Q4 | $817K | Buy |
6,013
+161
| +3% | +$21.9K | 0.13% | 50 |
|
|
2022
Q3 | $709K | Buy |
+5,852
| New | +$709K | 0.12% | 44 |
|