Lynx Investment Advisory’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
$1.2M Sell
8,913
-34
-0.4% -$4.58K 0.78% 32
2025
Q1
$1.31M Buy
8,947
+1,938
+28% +$283K 0.87% 27
2024
Q4
$964K Buy
7,009
+762
+12% +$105K 0.66% 35
2024
Q3
$962K Buy
6,247
+398
+7% +$61.3K 0.69% 34
2024
Q2
$852K Buy
+5,849
New +$852K 0.63% 34