M3 Advisory Group’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 | $1.57M | Sell |
11,682
-481
| -4% | -$64.8K | 1.09% | 21 |
|
|
2025
Q1 | $1.78M | Buy |
12,163
+18
| +0.1% | +$2.63K | 1.4% | 18 |
|
|
2024
Q4 | $1.67M | Sell |
12,145
-163
| -1% | -$22.4K | 1.2% | 20 |
|
|
2024
Q3 | $1.9M | Buy |
12,308
+430
| +4% | +$66.2K | 1.39% | 18 |
|
|
2024
Q2 | $1.73M | Buy |
11,878
+686
| +6% | +$100K | 1.43% | 18 |
|
|
2024
Q1 | $1.65M | Buy |
11,192
+722
| +7% | +$107K | 1.5% | 17 |
|
|
2023
Q4 | $1.43M | Buy |
+10,470
| New | +$1.43M | 1.67% | 17 |
|