ORG Partners’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 | $128K | Buy |
932
+79
| +9% | +$10.8K | 0.03% | 384 |
|
|
2025
Q1 | $122K | Sell |
853
-38
| -4% | -$5.45K | 0.03% | 346 |
|
|
2024
Q4 | $123K | Sell |
891
-262
| -23% | -$36K | 0.02% | 390 |
|
|
2024
Q3 | $178K | Buy |
1,153
+216
| +23% | +$33.3K | 0.03% | 298 |
|
|
2024
Q2 | $136K | Buy |
+937
| New | +$136K | 0.02% | 512 |
|
|
2024
Q1 | – | Sell |
-92
| Closed | -$12.5K | – | 1161 |
|
|
2023
Q4 | $12.5K | Buy |
+92
| New | +$12.5K | ﹤0.01% | 732 |
|
|
2023
Q3 | – | Sell |
-138
| Closed | -$18.7K | – | 1632 |
|
|
2023
Q2 | $18.7K | Buy |
+138
| New | +$18.7K | ﹤0.01% | 886 |
|